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) | ₹3776 Cr | ₹12344 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 | 3.86% | 2.49% |
6 Month | 0.29% | -0.29% |
1 Year | 1.04% | 6.84% |
3 Year | 29.4% | 29.71% |
5 Year | 29.93% | 28.77% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 11.14% | 11.34% |
1 Year | 10.78% | 13.06% |
3 Year | 24.8% | 25.31% |
5 Year | 24.72% | 24.42% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.52% | 20.98% |
3 Year | 24.3% | 18.62% |
5 Year | 24.41% | 18.81% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.91% | 16.03% |
Sharp | 1.34% | 1.33% |
Beta | 0.93% | 0.93% |
Alpha | 0.93% | 1.14% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 8.22 | 10.54 |
Large Cap | 12.37 | 11.36 |
Mid Cap | 67.3 | 64.47 |
Small Cap | 12.11 | 13.63 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.66 | 7.95 |
Energy | 6.54 | 2.05 |
Industrials | 15.76 | 14.53 |
Financial Services | 18.75 | 17.21 |
Healthcare | 10.62 | 10.4 |
Technology | 5.55 | 6.5 |
Basic Materials | 9.46 | 10.57 |
Consumer Defensive | 8.28 | 4.02 |
Utilities | 3.15 | 1.87 |
Communication Services | 3.57 | 2.44 |
Consumer Cyclical | 15.66 | 18.72 |
Real Estate | - | 3.74 |
Top Comparisons
ICICI Prudential Infrastructure Fund - Growth
3Y Returns35.75%
HDFC Infrastructure Fund - Growth Plan
3Y Returns36.14%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.12%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.06%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns25.42%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns22.45%