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) | ₹3905 Cr | ₹5970 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 | 3.43% | 2.51% |
6 Month | 15.02% | 17.61% |
1 Year | -5.44% | -3.67% |
3 Year | 21.46% | 17.62% |
5 Year | 27.35% | 24.86% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | 3.24% | 4.04% |
1 Year | 8.2% | 11.78% |
3 Year | 20.4% | 18.72% |
5 Year | 21.65% | 18.79% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 15.01% | 20.02% |
3 Year | 24.77% | 18.45% |
5 Year | 24.96% | 15.6% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 15.48% | 13.87% |
Sharp | 0.91% | 0.76% |
Beta | 0.94% | 0.94% |
Alpha | 0.27% | -2.6% |
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 | 11.47 | 8.56 |
Mid Cap | 66.98 | 68.85 |
Large Cap | 10.06 | 4.66 |
Small Cap | 11.5 | 17.93 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 3.99 | 3.54 |
Industrials | 17.58 | 11.11 |
Financial Services | 20.08 | 20.54 |
Technology | 7.66 | 10.98 |
Healthcare | 12.31 | 12.48 |
Energy | 2.84 | - |
Basic Materials | 7.21 | 16.2 |
Consumer Defensive | 5.31 | 2.87 |
Utilities | 3.07 | 2.36 |
Communication Services | 3.38 | 1.14 |
Consumer Cyclical | 14.83 | 14.97 |
Real Estate | 1.75 | 3.81 |
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