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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) | ₹3905 Cr | ₹4946 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 | 3.43% | 2.96% |
| 6 Month | 15.02% | 17.76% |
| 1 Year | -5.44% | -4.31% |
| 3 Year | 21.46% | 19.36% |
| 5 Year | 27.35% | 24.86% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 3.24% | 4.67% |
| 1 Year | 8.2% | 12.03% |
| 3 Year | 20.4% | 18.5% |
| 5 Year | 21.65% | 19.23% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 15.01% | 16.58% |
| 3 Year | 24.77% | 17.11% |
| 5 Year | 24.96% | 17.28% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 15.48% | 13.05% |
| Sharp | 0.91% | 0.89% |
| Beta | 0.94% | 0.9% |
| Alpha | 0.27% | -0.74% |
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 | 11.47 | 5.6 |
| Mid Cap | 66.98 | 69.81 |
| Large Cap | 10.06 | 8.59 |
| Small Cap | 11.5 | 15.99 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.99 | 5.6 |
| Industrials | 17.58 | 19.74 |
| Financial Services | 20.08 | 16.26 |
| Technology | 7.66 | 4.09 |
| Healthcare | 12.31 | 14.69 |
| Energy | 2.84 | 1.51 |
| Basic Materials | 7.21 | 13.11 |
| Consumer Defensive | 5.31 | 2.39 |
| Utilities | 3.07 | 2 |
| Communication Services | 3.38 | 3.26 |
| Consumer Cyclical | 14.83 | 13.37 |
| Real Estate | 1.75 | 3.98 |
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