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) | ₹3921 Cr | ₹4984 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 | -2.56% | -1.71% |
6 Month | 13.11% | 14.63% |
1 Year | -2.74% | -1.54% |
3 Year | 23.07% | 20.53% |
5 Year | 27.35% | 24.9% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
6 Month | 1.69% | 4.12% |
1 Year | -0.78% | 4.1% |
3 Year | 19.13% | 17.43% |
5 Year | 21.16% | 18.82% |
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 | 15.49% | 13.05% |
Sharp | 1.08% | 1.05% |
Beta | 0.94% | 0.9% |
Alpha | 0.23% | -1.2% |
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 | 11.47 | 5.6 |
Mid Cap | 66.98 | 69.81 |
Large Cap | 10.06 | 8.59 |
Small Cap | 11.5 | 15.99 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.99 | 5.6 |
Industrials | 17.58 | 19.74 |
Financial Services | 20.08 | 16.26 |
Technology | 7.66 | 4.09 |
Healthcare | 12.31 | 14.69 |
Energy | 2.84 | 1.51 |
Basic Materials | 7.21 | 13.11 |
Consumer Defensive | 5.31 | 2.39 |
Utilities | 3.07 | 2 |
Communication Services | 3.38 | 3.26 |
Consumer Cyclical | 14.83 | 13.37 |
Real Estate | 1.75 | 3.98 |
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