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) | ₹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% |
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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 |
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