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) | ₹3776 Cr | ₹4701 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 | 3.86% | 4.8% |
6 Month | 0.29% | 1.65% |
1 Year | 1.04% | -0.87% |
3 Year | 29.4% | 25.82% |
5 Year | 29.93% | 27.28% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 11.33% | 11.32% |
1 Year | 9.48% | 9.23% |
3 Year | 25.54% | 21.76% |
5 Year | 25.14% | 21.72% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 16.52% | 16.93% |
3 Year | 24.3% | 16.85% |
5 Year | 24.41% | 17.17% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 16.48% | 13.05% |
Sharp | 1.10% | 0.98% |
Beta | 0.93% | 0.9% |
Alpha | 0.89% | -2.33% |
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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 | 8.22 | 6.59 |
Large Cap | 12.37 | 8.73 |
Mid Cap | 67.3 | 69.71 |
Small Cap | 12.11 | 14.97 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 2.66 | 6.59 |
Energy | 6.54 | - |
Industrials | 15.76 | - |
Financial Services | 18.75 | - |
Healthcare | 10.62 | - |
Technology | 5.55 | - |
Basic Materials | 9.46 | - |
Consumer Defensive | 8.28 | - |
Utilities | 3.15 | - |
Communication Services | 3.57 | - |
Consumer Cyclical | 15.66 | - |
Industrial Products | - | 6.62 |
Cement & Cement Products | - | 4.33 |
Healthcare Services | - | 3.41 |
Chemicals & Petrochemicals | - | 1.82 |
Realty | - | 4.35 |
Petroleum Products | - | 1.57 |
Pharmaceuticals & Biotechnology | - | 11.58 |
Finance | - | 5.24 |
Telecom - Services | - | 3.5 |
Electrical Equipment | - | 2.21 |
Banks | - | 5.88 |
Insurance | - | 6.55 |
Construction | - | 1.04 |
Gas | - | 1.98 |
Agricultural, Commercial & Construction Vehicles | - | 1 |
Consumer Durables | - | 2.6 |
IT - Software | - | 4.32 |
Aerospace & Defense | - | 1.31 |
Auto Components | - | 6.06 |
Leisure Services | - | 3.39 |
Diversified | - | 0.62 |
Fertilizers & Agrochemicals | - | 4.03 |
Agricultural Food & other Products | - | 1.42 |
Transport Infrastructure | - | 3.25 |
Ferrous Metals | - | 1.01 |
Textiles & Apparels | - | 2.14 |
Transport Services | - | 0.51 |
Power | - | 0.58 |
Commercial Services & Supplies | - | 1.09 |
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