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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) | ₹3990 Cr | ₹4985 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 | -5.29% | -4.23% |
| 6 Month | 3.27% | 4.15% |
| 1 Year | -3.86% | -3.98% |
| 3 Year | 22.79% | 20.27% |
| 5 Year | 27.08% | 25.04% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 3.65% | 5.98% |
| 1 Year | -0.85% | 3.48% |
| 3 Year | 19.52% | 17.69% |
| 5 Year | 21.5% | 19.15% |
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% | 1.25% |
| Beta | 0.93% | 0.9% |
| Alpha | 0.93% | -1.79% |
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 | 5.92 |
| Large Cap | 10.24 | 8.67 |
| Mid Cap | 66.18 | 69.53 |
| Small Cap | 11.58 | 15.88 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 5.01 | 5.92 |
| Energy | 2.84 | 1.58 |
| Industrials | 16.44 | 19.96 |
| Financial Services | 18.21 | 17.14 |
| Technology | 8.29 | 4.38 |
| Healthcare | 10.32 | 14.34 |
| Basic Materials | 9.23 | 12.41 |
| Consumer Defensive | 7.38 | 1.32 |
| Utilities | 3.16 | 2.16 |
| Communication Services | 3.64 | 3.56 |
| Consumer Cyclical | 14.06 | 12.93 |
| Real Estate | 1.41 | 4.3 |
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