Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Franklin Asian Equity Fund - Growth Plan Franklin Asian Equity Fund - Growth Plan

3Y Returns7.79%

VS

Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

3Y Returns15.81%

Compare Now

ITI Flexi Cap Fund Regular - Growth ITI Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns16.07%

Compare Now

HDFC Focused Fund - GROWTH PLAN HDFC Focused Fund - GROWTH PLAN

3Y Returns23.66%

VS

Nippon India Focused Fund - Growth Plan -Growth Option Nippon India Focused Fund - Growth Plan -Growth Option

3Y Returns15.47%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns19.98%

Compare Now
Add to Cart Successfully