Mahindra Manulife Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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Tata Mid Cap Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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%

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%

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%

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%

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

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

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