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

Link copied to clipboard!

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Invest Now

Tata Mid Cap Fund Regular Plan- Growth Option

Invest Now

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)	₹4260 Cr	₹5420 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	2.71%	2.2%
6 Month	1.91%	4.04%
1 Year	4.51%	7.76%
3 Year	25.17%	22.82%
5 Year	23.22%	20.15%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	3.78%	4.95%
1 Year	15.66%	20.55%
3 Year	17.54%	17.09%
5 Year	19.72%	18.34%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	11.28%	15.64%
3 Year	24.03%	17.69%
5 Year	25.58%	17.52%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	14.84%	13.05%
Sharp	1.09%	1.02%
Beta	0.95%	0.9%
Alpha	0.59%	-0.5%

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	2.61	6.3
Mid Cap	72.05	67.85
Small Cap	15.4	13.51
Large Cap	9.95	12.34

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Tata Mid Cap Fund Regular Plan- Growth Option
Others	2.61	6.3
Industrial Products	9.46	4.11
Finance	9.66	7.89
Electrical Equipment	4.39	2.17
Healthcare Services	2.83	2.96
Banks	11.3	8.83
IT - Software	5.59	5.18
Pharmaceuticals & Biotechnology	9.82	9.91
Realty	2.42	2.48
Chemicals & Petrochemicals	1.93	2.63
Power	2.73	0.49
Telecom - Services	3.05	2.89
Automobiles	2.13	-
Consumer Durables	5.8	3.58
Insurance	2.69	4.54
Agricultural Food & other Products	2.7	3.99
Beverages	1.95	-
Oil	1.21	-
Capital Markets	2.14	0.29
Leisure Services	1.41	2.7
Auto Components	8.71	7.3
Minerals & Mining	1.41	-
Textiles & Apparels	0.99	1.66
Cement & Cement Products	2.28	3.75
Transport Infrastructure	0.8	2.8
Petroleum Products	-	1.52
Construction	-	0.75
Gas	-	1.32
Agricultural, Commercial & Construction Vehicles	-	1.17
Aerospace & Defense	-	1.22
Diversified	-	0.68
Fertilizers & Agrochemicals	-	4.51
Ferrous Metals	-	0.96
Transport Services	-	0.62
Commercial Services & Supplies	-	0.8