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) | ₹3990 Cr | ₹12818 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 | -2.49% | -1.02% |
6 Month | 7.67% | 9.92% |
1 Year | -4.09% | 2.5% |
3 Year | 24.59% | 24.74% |
5 Year | 28.61% | 28.18% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.77% | 7.76% |
1 Year | 4.13% | 9.45% |
3 Year | 22.33% | 24.04% |
5 Year | 23.24% | 23.59% |
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% |
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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 | 12 | 7.06 |
Large Cap | 10.24 | 11.46 |
Mid Cap | 66.18 | 67.43 |
Small Cap | 11.58 | 14.05 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.01 | 4.28 |
Energy | 2.84 | 2.1 |
Industrials | 16.44 | 14.84 |
Financial Services | 18.21 | 20.7 |
Technology | 8.29 | 6.16 |
Healthcare | 10.32 | 10.71 |
Basic Materials | 9.23 | 10.69 |
Consumer Defensive | 7.38 | 4.15 |
Utilities | 3.16 | 1.89 |
Communication Services | 3.64 | 2.55 |
Consumer Cyclical | 14.06 | 18.14 |
Real Estate | 1.41 | 3.78 |
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