Aditya Birla Sun Life MidCap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4295 Cr | ₹6278 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jan 2018 | 03 Oct 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 116% | 16% |
| Expense Ratio | 1.88 | 1.87 |
| Manager | Abhinav Khandelwal | Dhaval Joshi |
| ISIN Code | INF174V01473 | INF209K01363 |
| Exits Load | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Month | 0.89% | -1.29% |
| 6 Month | 0.35% | -0.9% |
| 1 Year | 7.24% | 8.83% |
| 3 Year | 24.07% | 20.51% |
| 5 Year | 22.37% | 18.65% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 6 Month | 2.33% | 0.67% |
| 1 Year | 11.4% | 9.84% |
| 3 Year | 16.03% | 14.06% |
| 5 Year | 18.78% | 15.69% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| 1 Year | 11.21% | 19.18% |
| 3 Year | 24.05% | 18.65% |
| 5 Year | 25.54% | 15.88% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Standard Deviation | 14.84% | 13.87% |
| Sharp | 1.14% | 0.97% |
| Beta | 0.95% | 0.93% |
| Alpha | 0.89% | -1.38% |
Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Dhaval Joshi |
| Total AUM | ₹5522 Cr | ₹361932 Cr |
| Funds Managed | 5 | 55 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 15.04 | 10.13 |
| Mid Cap | 67 | 63.88 |
| Small Cap | 11.16 | 21.18 |
| Large Cap | 6.79 | 4.82 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
|---|---|---|
| Others | 2.56 | 1.14 |
| Industrials | 19.51 | 11.87 |
| Financial Services | 25.82 | 23.76 |
| Healthcare | 12.65 | 7.68 |
| Technology | 6.6 | 12.81 |
| Basic Materials | 7.65 | 15.09 |
| Consumer Defensive | 4.65 | 1.06 |
| Utilities | 2.73 | 2.3 |
| Communication Services | 3.05 | 1.06 |
| Consumer Cyclical | 11.94 | 17.5 |
| Energy | 1.21 | - |
| Real Estate | 1.62 | 5.73 |
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