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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) | ₹3994 Cr | ₹12585 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 | 3.2% | 4.53% |
| 6 Month | 8.74% | 12.95% |
| 1 Year | 1.37% | 6.1% |
| 3 Year | 23.59% | 24.2% |
| 5 Year | 27.61% | 27.02% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.12% | 0.26% |
| 1 Year | 5.61% | 9.53% |
| 3 Year | 16.86% | 19.29% |
| 5 Year | 19.47% | 20.37% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.81% | 20.33% |
| 3 Year | 24.35% | 19.02% |
| 5 Year | 25.31% | 18.97% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.31% | 14.94% |
| Sharp | 1.00% | 1.01% |
| Beta | 0.94% | 0.90% |
| Alpha | 0.61% | 1.00% |
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 | 13.17 | 6.89 |
| Mid Cap | 67.48 | 67.99 |
| Large Cap | 9.78 | 10.91 |
| Small Cap | 9.57 | 14.22 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.95 | 3.87 |
| Industrials | 19.55 | 14.8 |
| Financial Services | 18.36 | 19.58 |
| Technology | 7.06 | 5.48 |
| Healthcare | 15.04 | 11.72 |
| Energy | 1.29 | 2.16 |
| Basic Materials | 7.91 | 10.47 |
| Consumer Defensive | 4.93 | 6.31 |
| Utilities | 3 | 2.52 |
| Communication Services | 3.04 | 2.15 |
| Consumer Cyclical | 14.26 | 17.35 |
| Real Estate | 1.61 | 3.58 |
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