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Tata Mid Cap Growth 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 Tata Mid Cap Fund Regular Plan- Growth Option

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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 Tata Mid Cap Fund Regular Plan- Growth Option
Fund Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹4260 Cr ₹5420 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jan 2018 31 Mar 2004
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 116% 69.98%
Expense Ratio 1.88 1.87
Manager Abhinav Khandelwal Satish Chandra Mishra
ISIN Code INF174V01473 INF277K01626
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 Tata Mid Cap Growth Fund - Regular Plan - 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 Tata Mid Cap Fund Regular Plan- Growth Option
1 Month -3.08% -1.47%
6 Month 1.12% 4.64%
1 Year -3.89% 2.3%
3 Year 22.87% 21.14%
5 Year 23.63% 20.67%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Fund Regular Plan- Growth Option
6 Month 0.61% 2.66%
1 Year 11.06% 17.73%
3 Year 16.96% 16.88%
5 Year 19.26% 18.03%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Fund Regular Plan- Growth Option
1 Year 11.46% 15.85%
3 Year 24.06% 17.59%
5 Year 25.8% 17.48%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation 15.37% 13.05%
Sharp 1.04% 1.02%
Beta 0.96% 0.9%
Alpha 0.62% -0.5%

Fund Managers

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Fund Regular Plan- Growth Option
Name Abhinav Khandelwal Satish Chandra Mishra
Total AUM ₹5522 Cr ₹13117 Cr
Funds Managed 5 5
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Fund Regular Plan- Growth Option

Market Cap

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Tata Mid Cap Fund Regular Plan- Growth Option

Others 15.04 11.76
Mid Cap 67 68.63
Small Cap 11.16 11.59
Large Cap 6.79 8.01

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Tata Mid Cap Fund Regular Plan- Growth Option

Others 2.56 8.59
Industrials 19.51 15.66
Financial Services 25.82 19.83
Healthcare 12.65 12.86
Technology 6.6 5.17
Basic Materials 7.65 11.85
Consumer Defensive 4.65 3.98
Utilities 2.73 1.81
Communication Services 3.05 2.89
Consumer Cyclical 11.94 13.36
Energy 1.21 1.52
Real Estate 1.62 2.48

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