Aditya Birla Sun Life MidCap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Aditya Birla Sun Life MidCap Fund-Growth
Chart Comparison
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) | ₹3326 Cr | ₹5533 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jan 2018 | 03 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 | 1.88 | 1.87 |
Manager | Abhinav Khandelwal | Dhaval Joshi |
ISIN Code | INF174V01473 | INF209K01363 |
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 | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Month | -2.13% | -2.28% |
6 Month | -16.19% | -16.61% |
1 Year | 4.12% | 5.49% |
3 Year | 20.53% | 14.82% |
5 Year | 24.86% | 21.43% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | -11.63% | -11.88% |
1 Year | -20.43% | -19.22% |
3 Year | 18% | 13.29% |
5 Year | 21.92% | 18.08% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
1 Year | 18.34% | 21% |
3 Year | 24.82% | 18.45% |
5 Year | 23.92% | 15.37% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Standard Deviation | 16.816% | 13.87% |
Sharp | 0.771% | 0.48% |
Beta | 0.943% | 0.91% |
Alpha | 0.577% | -4.11% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.06423 | 7.80837 |
Mid Cap | 65.41924 | 68.21344 |
Large Cap | 17.70984 | 6.85444 |
Small Cap | 12.80668 | 17.12378 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 4.06423 | 5.60295 |
Financial Services | 20.71276 | 17.21608 |
Healthcare | 9.96503 | 12.50281 |
Industrials | 14.70969 | 12.88009 |
Basic Materials | 10.46158 | 14.87993 |
Energy | 4.38201 | 0.75992 |
Technology | 7.70734 | 8.30691 |
Consumer Defensive | 7.30411 | 3.22477 |
Communication Services | 3.2635 | 1.40016 |
Consumer Cyclical | 14.49201 | 16.59074 |
Real Estate | 1.20511 | 3.72612 |
Utilities | 1.73262 | 2.90955 |
Top Comparisons
ICICI Prudential Savings Fund - Growth
3Y Returns7.07%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns6.35%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns11.34%
DSP Global Innovation Fund of Fund - Regular - Growth
3Y Returns16.08%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns17.29%
Axis Equity ETFs FOF - Regular Plan - Growth Option
3Y Returns9.66%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.93%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns8.85%