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Mahindra Manulife Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹3921 Cr | ₹12596 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 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.88% | 0.33% |
| 6 Month | 12.72% | 17.06% |
| 1 Year | -4.13% | 1.82% |
| 3 Year | 23.63% | 24.4% |
| 5 Year | 26.93% | 26.28% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.61% | 5.51% |
| 1 Year | 3.83% | 10.84% |
| 3 Year | 21.15% | 23.73% |
| 5 Year | 22.48% | 23.37% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.01% | 20.64% |
| 3 Year | 24.77% | 18.9% |
| 5 Year | 24.96% | 18.91% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.49% | 15.11% |
| Sharp | 1.08% | 1.12% |
| Beta | 0.94% | 0.91% |
| Alpha | 0.23% | 1.10% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 11.47 | 8.46 |
| Mid Cap | 66.98 | 66.65 |
| Large Cap | 10.06 | 10.65 |
| Small Cap | 11.5 | 14.24 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.99 | 5.49 |
| Industrials | 17.58 | 14.27 |
| Financial Services | 20.08 | 19.28 |
| Technology | 7.66 | 5.61 |
| Healthcare | 12.31 | 11.57 |
| Energy | 2.84 | 2.04 |
| Basic Materials | 7.21 | 11.06 |
| Consumer Defensive | 5.31 | 4.27 |
| Utilities | 3.07 | 2.59 |
| Communication Services | 3.38 | 2.32 |
| Consumer Cyclical | 14.83 | 17.91 |
| Real Estate | 1.75 | 3.59 |
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