UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3990 Cr | ₹12224 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jan 2018 | 01 Aug 2005 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 116% | 17% |
Expense Ratio | 1.88 | 1.77 |
Manager | Abhinav Khandelwal | Ankit Agarwal |
ISIN Code | INF174V01473 | INF789F01810 |
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 | UTI Mid Cap Fund - 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 | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | -3.42% | -2.92% |
6 Month | 5.71% | 6.29% |
1 Year | -5.7% | -4.88% |
3 Year | 24.28% | 17.82% |
5 Year | 28.45% | 24.7% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | 5.77% | 7.87% |
1 Year | 4.13% | 6.44% |
3 Year | 22.33% | 17.03% |
5 Year | 23.24% | 18.04% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 15.01% | 12.07% |
3 Year | 24.77% | 14.7% |
5 Year | 24.96% | 17.22% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 15.91% | 13.04% |
Sharp | 1.34% | 1.04% |
Beta | 0.93% | 0.95% |
Alpha | 0.93% | -5.14% |
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Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Ankit Agarwal |
Total AUM | ₹5522 Cr | ₹13947 Cr |
Funds Managed | 5 | 3 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 12 | 8.76 |
Large Cap | 10.24 | 7.65 |
Mid Cap | 66.18 | 62.3 |
Small Cap | 11.58 | 21.28 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 5.01 | 2.65 |
Energy | 2.84 | 1.04 |
Industrials | 16.44 | 16.48 |
Financial Services | 18.21 | 18.15 |
Technology | 8.29 | 9.75 |
Healthcare | 10.32 | 10.96 |
Basic Materials | 9.23 | 13.26 |
Consumer Defensive | 7.38 | 0.8 |
Utilities | 3.16 | 1.92 |
Communication Services | 3.64 | 2.69 |
Consumer Cyclical | 14.06 | 19.15 |
Real Estate | 1.41 | 3.16 |
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