Mahindra Manulife Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3994 Cr | ₹5043 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jan 2018 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 116% | 69.98% |
| Expense Ratio | 1.88 | 1.87 |
| Manager | Abhinav Khandelwal | Satish Chandra Mishra |
| ISIN Code | INF174V01473 | INF277K01626 |
| 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 | Tata Mid Cap Growth Fund - Regular Plan - 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 | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 3.2% | 4.12% |
| 6 Month | 8.74% | 10.69% |
| 1 Year | 1.37% | 2.71% |
| 3 Year | 23.59% | 21.14% |
| 5 Year | 27.61% | 24.32% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.09% | 0.67% |
| 1 Year | 5.9% | 8.97% |
| 3 Year | 17.07% | 15.42% |
| 5 Year | 19.5% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.81% | 16.23% |
| 3 Year | 24.35% | 17.31% |
| 5 Year | 25.31% | 17.35% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.36% | 13.05% |
| Sharp | 1.04% | 0.96% |
| Beta | 0.96% | 0.9% |
| Alpha | 0.63% | -0.61% |
Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Satish Chandra Mishra |
| Total AUM | ₹5522 Cr | ₹13117 Cr |
| Funds Managed | 5 | 5 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 13.17 | 5.89 |
| Mid Cap | 67.48 | 70.5 |
| Large Cap | 9.78 | 8.73 |
| Small Cap | 9.57 | 14.88 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.95 | 4.66 |
| Industrials | 19.55 | 19.77 |
| Financial Services | 18.36 | 16.6 |
| Technology | 7.06 | 4.69 |
| Healthcare | 15.04 | 14.95 |
| Energy | 1.29 | 1.58 |
| Basic Materials | 7.91 | 11.95 |
| Consumer Defensive | 4.93 | 3.17 |
| Utilities | 3 | 1.97 |
| Communication Services | 3.04 | 3.11 |
| Consumer Cyclical | 14.26 | 13.75 |
| Real Estate | 1.61 | 3.8 |
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