Aditya Birla Sun Life MidCap Fund 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 Aditya Birla Sun Life MidCap Fund-Growth

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 Aditya Birla Sun Life MidCap Fund-Growth
Fund Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2868 Cr ₹5801 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jan 2018 05 Oct 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 116% 16%
Expense Ratio 1.9 1.9
Manager Abhinav Khandelwal Dhaval Joshi
ISIN Code INF174V01473 INF209K01363
Exits Load Exit load of 1% if redeemed within 3 months./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
1 Month -2.41% -4.79%
6 Month 5.88% 8.41%
1 Year 37.26% 31.29%
3 Year 23.18% 16.43%
5 Year 27.63% 22.83%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
1 Year 17.27% 20.84%
3 Year 25% 18.53%
5 Year 22.54% 15.28%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth
Standard Deviation 14.84% 13.87%
Sharp 1.31% 0.83%
Beta 0.96% 0.89%
Alpha 0.6% -1.73%

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 Aditya Birla Sun Life MidCap Fund-Growth
Name Abhinav Khandelwal Dhaval Joshi
Total AUM ₹5522 Cr ₹361932 Cr
Fund Manage 5 55
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Aditya Birla Sun Life MidCap Fund-Growth

Market Cap

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Aditya Birla Sun Life MidCap Fund-Growth

Others 3.8 1.32
Mid Cap 64.81 66.67
Large Cap 20.56 12.94
Small Cap 10.83 19.03

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Aditya Birla Sun Life MidCap Fund-Growth

Others 3.8 1.23
Finance 6.62 -
Pharmaceuticals & Biotechnology 7.5 -
Healthcare Services 2.86 -
Banks 9.36 -
Electrical Equipment 5.72 -
Agricultural, Commercial & Construction Vehicles 0.99 -
Paper, Forest & Jute Products 0.94 -
Petroleum Products 1.98 -
Ferrous Metals 3.88 -
Telecom - Services 3.29 -
Automobiles 2.22 -
Agricultural Food & other Products 1.31 -
IT - Software 8.07 -
Consumer Durables 2.17 -
Diversified 2.3 -
Realty 1.37 -
Personal Products 2.83 -
Industrial Manufacturing 0.56 -
Oil 1.01 -
Chemicals & Petrochemicals 3.78 -
Industrial Products 3.79 -
Capital Markets 1.94 -
Cement & Cement Products 2.73 -
Auto Components 8.65 -
Gas 1.64 -
Fertilizers & Agrochemicals 0.84 -
Minerals & Mining 0.85 -
Retailing 4.15 -
Textiles & Apparels 1.37 -
Power 1.48 -
Healthcare - 9.43
Communication - 0.53
Materials - 4.97
Services - 8.88
Consumer Staples - 5.14
Automobile - 7.89
Financial - 18.59
Chemicals - 6.17
Energy - 5.64
Metals & Mining - 5.81
Capital Goods - 11.59
Construction - 2.71
Technology - 3.34
Consumer Discretionary - 5.37
Textiles - 2.67

Top Comparisons

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns6.18%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.04%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns20.19%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns17.17%

Compare Now

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns12.84%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns7.53%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns19.28%

VS

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

3Y Returns23.73%

Compare Now
Request call back
Add to Cart Successfully