Mahindra Manulife Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Fund	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4192 Cr	₹13236 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Jan 2018	19 Jul 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	116%	45%
Expense Ratio	1.88	1.77
Manager	Abhinav Khandelwal	Ratish Varier
ISIN Code	INF174V01473	INF903J01173
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	Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-0.48%	-0.84%
6 Month	2.59%	5.28%
1 Year	-2.46%	2.82%
3 Year	22.44%	23.05%
5 Year	24.6%	23.79%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	3.03%	4.24%
1 Year	13.86%	19.76%
3 Year	18.8%	22.04%
5 Year	20.56%	22%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	11.46%	20.09%
3 Year	24.06%	19.42%
5 Year	25.8%	19.06%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	15.36%	13.35%
Sharp	1.04%	1.15%
Beta	0.96%	0.93%
Alpha	0.63%	1.38%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Name	Abhinav Khandelwal	Ratish Varier
Total AUM	₹5522 Cr	₹12102 Cr
Funds Managed	5	3
	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	16.39	6.44
Mid Cap	66.38	68.29
Large Cap	7.7	11.07
Small Cap	9.54	14.19

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	6.28	6.44
Industrials	19.13	-
Financial Services	21.61	-
Technology	6.17	-
Healthcare	12.94	-
Basic Materials	7.83	-
Consumer Defensive	4.82	-
Utilities	2.92	-
Communication Services	3.06	-
Consumer Cyclical	12.17	-
Energy	1.29	-
Real Estate	1.78	-
Finance	-	7.02
Cement & Cement Products	-	2.37
Pharmaceuticals & Biotechnology	-	4.61
IT - Services	-	1.09
Healthcare Services	-	5.79
Electrical Equipment	-	3.78
Agricultural, Commercial & Construction Vehicles	-	0.02
Auto Components	-	5.38
Banks	-	8.11
Realty	-	3.78
Petroleum Products	-	2.21
Capital Markets	-	4.01
Telecom - Services	-	2.21
Transport Services	-	1.66
Fertilizers & Agrochemicals	-	3.44
Personal Products	-	2.71
Insurance	-	0.91
Industrial Products	-	8.59
Agricultural Food & other Products	-	1.99
Gas	-	0.6
IT - Software	-	1.73
Aerospace & Defense	-	1.62
Chemicals & Petrochemicals	-	0.9
Consumer Durables	-	3.72
Retailing	-	0.88
Financial Technology (Fintech)	-	1.98
Leisure Services	-	4.04
Automobiles	-	1.23
It - Software	-	2
Beverages	-	1.38
Ferrous Metals	-	1.92
Power	-	1.87