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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) | ₹3905 Cr | ₹12501 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 | 3.43% | 2.67% |
| 6 Month | 15.02% | 20.61% |
| 1 Year | -5.44% | -0.5% |
| 3 Year | 21.46% | 21.63% |
| 5 Year | 27.35% | 26.65% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.24% | 5.36% |
| 1 Year | 8.2% | 14.63% |
| 3 Year | 20.4% | 22.94% |
| 5 Year | 21.65% | 22.54% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.01% | 20.64% |
| 3 Year | 24.77% | 18.9% |
| 5 Year | 24.96% | 18.91% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.48% | 15.01% |
| Sharp | 0.91% | 0.98% |
| Beta | 0.94% | 0.90% |
| Alpha | 0.27% | 1.38% |
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 | 11.47 | 8.46 |
| Mid Cap | 66.98 | 66.65 |
| Large Cap | 10.06 | 10.65 |
| Small Cap | 11.5 | 14.24 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.99 | 5.49 |
| Industrials | 17.58 | 14.27 |
| Financial Services | 20.08 | 19.28 |
| Technology | 7.66 | 5.61 |
| Healthcare | 12.31 | 11.57 |
| Energy | 2.84 | 2.04 |
| Basic Materials | 7.21 | 11.06 |
| Consumer Defensive | 5.31 | 4.27 |
| Utilities | 3.07 | 2.59 |
| Communication Services | 3.38 | 2.32 |
| Consumer Cyclical | 14.83 | 17.91 |
| Real Estate | 1.75 | 3.59 |
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