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) | ₹3905 Cr | ₹4946 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 | 4.2% | 3.64% |
6 Month | 15.99% | 18.38% |
1 Year | -4.75% | -3.85% |
3 Year | 22.9% | 20.53% |
5 Year | 26.74% | 23.97% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 3.24% | 4.67% |
1 Year | 8.2% | 12.03% |
3 Year | 20.4% | 18.5% |
5 Year | 21.65% | 19.23% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 15.01% | 16.58% |
3 Year | 24.77% | 17.11% |
5 Year | 24.96% | 17.28% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.48% | 13.05% |
Sharp | 0.91% | 0.89% |
Beta | 0.94% | 0.9% |
Alpha | 0.27% | -0.74% |
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 | 12.07 | 6.45 |
Mid Cap | 66.9 | 69.73 |
Large Cap | 9.96 | 8.59 |
Small Cap | 11.07 | 15.23 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.19 | 5.38 |
Industrials | 18.89 | 19.23 |
Financial Services | 19.47 | 16.5 |
Technology | 7.73 | 5.13 |
Healthcare | 13.49 | 14.31 |
Energy | 2.55 | 1.37 |
Basic Materials | 7.34 | 12.67 |
Consumer Defensive | 5.24 | 2.28 |
Utilities | 2.91 | 2 |
Communication Services | 3.22 | 3.3 |
Consumer Cyclical | 14.34 | 13.97 |
Real Estate | 1.63 | 3.86 |
Top Comparisons
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns24.42%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.96%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.38%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.41%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns23.19%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns9.6%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns22.17%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.83%