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) | ₹3341 Cr | ₹12350 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 | 1.89 | 1.74 |
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 | -7.68% | -7.49% |
6 Month | -12% | -8.01% |
1 Year | 7.32% | 12.32% |
3 Year | 19.52% | 20.61% |
5 Year | 22.85% | 19.52% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.16% | 2.73% |
3 Year | 24.51% | 25.26% |
5 Year | 25.78% | 25.14% |
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 | 14.84% | 13.35% |
Sharp | 1.31% | 1.16% |
Beta | 0.96% | 0.88% |
Alpha | 0.6% | 3.17% |
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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 |
Fund Manage | 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 | 2.19 | 5.82 |
Mid Cap | 66.57 | 67.46 |
Large Cap | 19.15 | 13.04 |
Small Cap | 12.09 | 13.95 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.19 | 5.82 |
Finance | 8.53 | 8.57 |
Pharmaceuticals & Biotechnology | 6.69 | 6.89 |
Healthcare Services | 3.05 | 4.37 |
Banks | 11.5 | 8.64 |
Electrical Equipment | 6.43 | 3.19 |
Agricultural, Commercial & Construction Vehicles | 1.04 | - |
Paper, Forest & Jute Products | 0.93 | - |
Petroleum Products | 1.77 | 1.42 |
Ferrous Metals | 3.42 | 0.99 |
Telecom - Services | 3.3 | 1.12 |
Automobiles | 2 | 1.48 |
Agricultural Food & other Products | 1.37 | 1.22 |
IT - Software | 7.94 | 4.71 |
Consumer Durables | 2.13 | 6.05 |
Diversified | 2.3 | - |
Realty | 1.49 | 3.04 |
Personal Products | 2.44 | - |
Industrial Manufacturing | 0.52 | - |
Oil | 0.85 | - |
Chemicals & Petrochemicals | 2.88 | 1.47 |
Industrial Products | 3.86 | 7.67 |
Capital Markets | 2.17 | 2.39 |
Cement & Cement Products | 3.04 | 1.94 |
Auto Components | 8.24 | 7.23 |
Gas | 1.94 | 0.9 |
Fertilizers & Agrochemicals | 0.89 | 3.11 |
Minerals & Mining | 0.8 | - |
Retailing | 3.39 | 4.29 |
Textiles & Apparels | 1.42 | - |
Power | 1.48 | 1.71 |
Leisure Services | - | 3.59 |
Transport Services | - | 2.13 |
Insurance | - | 1.28 |
Aerospace & Defense | - | 1.31 |
Financial Technology (Fintech) | - | 1.67 |
Food Products | - | 0.88 |
Beverages | - | 1.19 |
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