Tata Mid Cap Growth Fund Regular Plan vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
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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