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Sundaram Mid Cap Fund Regular Plan vs Mahindra Manulife Mid Cap Fund compare

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3326 Cr ₹11638 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 2.94% 4.42%
6 Month -5.52% -3.8%
1 Year 2.63% 8.1%
3 Year 28.46% 29.33%
5 Year 30.12% 29.48%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month 8.71% 10.04%
1 Year 4.06% 8.7%
3 Year 23.78% 24.63%
5 Year 24.19% 24.01%

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 16.816% 16.453%
Sharp 0.771% 0.764%
Beta 0.943% 0.915%
Alpha 0.577% 0.528%

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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 4.06 6.38
Mid Cap 65.42 65.33
Large Cap 17.71 15.27
Small Cap 12.81 13.03

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 4.06 5.37
Financial Services 20.71 19.52
Healthcare 9.97 11.03
Industrials 14.71 14.82
Basic Materials 10.46 9.99
Energy 4.38 1.7
Technology 7.71 6.45
Consumer Defensive 7.3 3.4
Communication Services 3.26 3.32
Consumer Cyclical 14.49 18.88
Real Estate 1.21 3.43
Utilities 1.73 2.1

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