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) | ₹3326 Cr | ₹5533 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 | 0.93% | 3.05% |
6 Month | -4.96% | -1.01% |
1 Year | 1.61% | 4.32% |
3 Year | 29.94% | 24.41% |
5 Year | 30.24% | 28.52% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | 8.71% | 11.37% |
1 Year | 4.06% | 9.62% |
3 Year | 23.78% | 21.31% |
5 Year | 24.19% | 21.16% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 16.52% | 20.52% |
3 Year | 24.3% | 18.28% |
5 Year | 24.41% | 15.51% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 16.816% | 13.87% |
Sharp | 0.771% | 0.87% |
Beta | 0.943% | 0.91% |
Alpha | 0.577% | -3.72% |
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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 | 4.06 | 2.41 |
Mid Cap | 65.42 | 68.22 |
Large Cap | 17.71 | 11.49 |
Small Cap | 12.81 | 17.72 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 4.06 | 2.41 |
Financial Services | 20.71 | - |
Healthcare | 9.97 | - |
Industrials | 14.71 | - |
Basic Materials | 10.46 | - |
Energy | 4.38 | - |
Technology | 7.71 | - |
Consumer Defensive | 7.3 | - |
Communication Services | 3.26 | - |
Consumer Cyclical | 14.49 | - |
Real Estate | 1.21 | - |
Utilities | 1.73 | - |
IT - Services | - | 0.51 |
Finance | - | 10.86 |
Retailing | - | 2.65 |
Pharmaceuticals & Biotechnology | - | 7.4 |
Chemicals & Petrochemicals | - | 5.46 |
IT - Software | - | 5.33 |
Leisure Services | - | 2.42 |
Paper, Forest & Jute Products | - | 0.82 |
Healthcare Services | - | 4.67 |
Auto Components | - | 5.78 |
Banks | - | 7.72 |
Electrical Equipment | - | 2.29 |
Transport Services | - | 0.78 |
Capital Markets | - | 1.76 |
Industrial Products | - | 8.01 |
Fertilizers & Agrochemicals | - | 2.05 |
Insurance | - | 2.83 |
Diversified Metals | - | 0.83 |
Realty | - | 3.81 |
Consumer Durables | - | 4.2 |
Construction | - | 0.15 |
Automobiles | - | 0.95 |
Minerals & Mining | - | 1.82 |
Beverages | - | 3.27 |
Transport Infrastructure | - | 0.69 |
Ferrous Metals | - | 1.76 |
Textiles & Apparels | - | 3.62 |
Power | - | 3 |
Cement & Cement Products | - | 1.99 |
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