Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

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 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) ₹3990 Cr ₹4985 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 -2.85% -0.23%
6 Month 7.8% 9.57%
1 Year -4.57% -3.87%
3 Year 24.57% 22.05%
5 Year 28.72% 26.88%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Fund Regular Plan- Growth Option
6 Month 5.77% 8.22%
1 Year 4.13% 8.91%
3 Year 22.33% 20.38%
5 Year 23.24% 20.77%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Fund Regular Plan- Growth Option
1 Year 16.52% 16.93%
3 Year 24.3% 16.85%
5 Year 24.41% 17.17%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation 15.91% 13.05%
Sharp 1.34% 1.25%
Beta 0.93% 0.9%
Alpha 0.93% -1.79%

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 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 12 5.92
Large Cap 10.24 8.67
Mid Cap 66.18 69.53
Small Cap 11.58 15.88

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Tata Mid Cap Fund Regular Plan- Growth Option

Others 5.01 5.92
Energy 2.84 1.58
Industrials 16.44 19.96
Financial Services 18.21 17.14
Technology 8.29 4.38
Healthcare 10.32 14.34
Basic Materials 9.23 12.41
Consumer Defensive 7.38 1.32
Utilities 3.16 2.16
Communication Services 3.64 3.56
Consumer Cyclical 14.06 12.93
Real Estate 1.41 4.3

Top Comparisons

PGIM India Aggressive Hybrid Equity Fund - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option

3Y Returns13.77%

VS

Quant Aggressive Hybrid Fund-Growth Quant Aggressive Hybrid Fund-Growth

3Y Returns14.09%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns7.91%

VS

Nippon India Short Duration Fund-Growth Plan Nippon India Short Duration Fund-Growth Plan

3Y Returns7.59%

Compare Now

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns8.11%

VS

Tata Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth

3Y Returns7.43%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns23.44%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns18.88%

Compare Now
Add to Cart Successfully