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) | ₹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 | 2.25% | 3.02% |
6 Month | -6.72% | -5.98% |
1 Year | 4.41% | 10.38% |
3 Year | 21.6% | 22.14% |
5 Year | 29.3% | 28.64% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -0.96% | -0.12% |
1 Year | -9.16% | -5.04% |
3 Year | 22.04% | 22.46% |
5 Year | 23.55% | 23.06% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.34% | 21.47% |
3 Year | 24.82% | 18.34% |
5 Year | 23.92% | 18.67% |
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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