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Sundaram Mid Cap Fund Regular Plan vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4260 Cr | ₹13345 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jan 2018 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 116% | 45% |
| Expense Ratio | 1.88 | 1.77 |
| Manager | Abhinav Khandelwal | Ratish Varier |
| ISIN Code | INF174V01473 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.62% | -2.18% |
| 6 Month | 1.4% | 3.93% |
| 1 Year | -3.09% | 0.76% |
| 3 Year | 22.84% | 23.02% |
| 5 Year | 23.58% | 22.56% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.61% | 1.95% |
| 1 Year | 11.06% | 17.69% |
| 3 Year | 16.96% | 20.39% |
| 5 Year | 19.26% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.36% | 20.02% |
| 3 Year | 24% | 19.49% |
| 5 Year | 25.67% | 19.08% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.37% | 13.35% |
| Sharp | 1.04% | 1.14% |
| Beta | 0.96% | 0.93% |
| Alpha | 0.62% | 1.35% |
Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Ratish Varier |
| Total AUM | ₹5522 Cr | ₹12102 Cr |
| Funds Managed | 5 | 3 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 15.04 | 9.41 |
| Mid Cap | 67 | 67.5 |
| Small Cap | 11.16 | 13.03 |
| Large Cap | 6.79 | 10.07 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.56 | 5.74 |
| Industrials | 19.51 | 14.16 |
| Financial Services | 25.82 | 21.47 |
| Healthcare | 12.65 | 10.33 |
| Technology | 6.6 | 6.13 |
| Basic Materials | 7.65 | 9.51 |
| Consumer Defensive | 4.65 | 6.1 |
| Utilities | 2.73 | 2.32 |
| Communication Services | 3.05 | 2.49 |
| Consumer Cyclical | 11.94 | 15.93 |
| Energy | 1.21 | 2.11 |
| Real Estate | 1.62 | 3.71 |
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