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 | 2.79% | 3.37% |
| 6 Month | 9.34% | 12.06% |
| 1 Year | 1.89% | 4% |
| 3 Year | 23.37% | 21.05% |
| 5 Year | 27.39% | 24.15% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 3.33% | 4.1% |
| 1 Year | 12.69% | 15.8% |
| 3 Year | 19.44% | 17.75% |
| 5 Year | 20.87% | 18.7% |
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 | 4.68 |
| Mid Cap | 67.48 | 67.87 |
| Large Cap | 9.78 | 11.18 |
| Small Cap | 9.57 | 16.27 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.95 | 4.68 |
| Industrials | 19.55 | - |
| Financial Services | 18.36 | - |
| Technology | 7.06 | - |
| Healthcare | 15.04 | - |
| Energy | 1.29 | - |
| Basic Materials | 7.91 | - |
| Consumer Defensive | 4.93 | - |
| Utilities | 3 | - |
| Communication Services | 3.04 | - |
| Consumer Cyclical | 14.26 | - |
| Real Estate | 1.61 | - |
| Industrial Products | - | 6.69 |
| Cement & Cement Products | - | 4.12 |
| Healthcare Services | - | 3.12 |
| Chemicals & Petrochemicals | - | 2.82 |
| IT - Software | - | 4.69 |
| Realty | - | 3.8 |
| Petroleum Products | - | 1.58 |
| Pharmaceuticals & Biotechnology | - | 11.83 |
| Telecom - Services | - | 3.11 |
| Finance | - | 5.07 |
| Electrical Equipment | - | 2.21 |
| Banks | - | 6.94 |
| Insurance | - | 4.59 |
| Agricultural Food & other Products | - | 3.18 |
| Construction | - | 0.92 |
| Gas | - | 1.48 |
| Agricultural, Commercial & Construction Vehicles | - | 1.13 |
| Consumer Durables | - | 3.5 |
| Aerospace & Defense | - | 1.28 |
| Auto Components | - | 7.62 |
| Leisure Services | - | 2.96 |
| Diversified | - | 0.61 |
| Fertilizers & Agrochemicals | - | 3.95 |
| Transport Infrastructure | - | 3.14 |
| Ferrous Metals | - | 1.05 |
| Textiles & Apparels | - | 1.82 |
| Transport Services | - | 0.7 |
| Power | - | 0.48 |
| Commercial Services & Supplies | - | 0.93 |
Top Comparisons
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns25.36%
DSP Quant Fund - Regular Plan - Growth
3Y Returns10.43%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns19.88%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns21.65%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.68%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.19%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns23.1%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns14.09%