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

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

Trailing Lumpsum Returns

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	3.44%	2.78%
6 Month	5.87%	9.44%
1 Year	5.78%	9.83%
3 Year	24%	24.16%
5 Year	26.81%	25.65%

SIP Return Analysis

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	2.57%	3.28%
1 Year	13.36%	18.5%
3 Year	19.24%	21.89%
5 Year	20.68%	21.73%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	12.23%	20.21%
3 Year	24.06%	19.35%
5 Year	25.78%	19.04%

Risk Management

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	15.36%	15.06%
Sharp	1.04%	1.09%
Beta	0.96%	0.93%
Alpha	0.63%	1.50%

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	13.17	6.89
Mid Cap	67.48	67.99
Large Cap	9.78	10.91
Small Cap	9.57	14.22

Sector Allocation

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	3.95	3.87
Industrials	19.55	14.8
Financial Services	18.36	19.58
Technology	7.06	5.48
Healthcare	15.04	11.72
Energy	1.29	2.16
Basic Materials	7.91	10.47
Consumer Defensive	4.93	6.31
Utilities	3	2.52
Communication Services	3.04	2.15
Consumer Cyclical	14.26	17.35
Real Estate	1.61	3.58

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