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 | 5.55% | 6.8% |
6 Month | -11.86% | -12.53% |
1 Year | 7.4% | 7.21% |
3 Year | 19.58% | 14.54% |
5 Year | 29.59% | 27.54% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
6 Month | -5.64% | -5.28% |
1 Year | -16.1% | -14.98% |
3 Year | 18.93% | 14.32% |
5 Year | 21.81% | 17.9% |
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% | 0.52% |
Beta | 0.943% | 0.93% |
Alpha | 0.577% | -3.5% |
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 |
Funds Managed | 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 | 4.06 | 3.74 |
Mid Cap | 65.42 | 67.82 |
Large Cap | 17.71 | 12.09 |
Small Cap | 12.81 | 16.35 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Aditya Birla Sun Life MidCap Fund-Growth |
---|---|---|
Others | 4.06 | 3.74 |
Financial Services | 20.71 | - |
Healthcare | 9.97 | - |
Industrials | 14.71 | - |
Basic Materials | 10.46 | - |
Energy | 4.38 | - |
Technology | 7.71 | - |
Consumer Defensive | 7.3 | - |
Communication Services | 3.26 | - |
Consumer Cyclical | 14.49 | - |
Real Estate | 1.21 | - |
Utilities | 1.73 | - |
Construction | - | 0.82 |
IT - Services | - | 0.61 |
Finance | - | 10.11 |
Retailing | - | 2.7 |
Pharmaceuticals & Biotechnology | - | 7.64 |
Chemicals & Petrochemicals | - | 4.81 |
IT - Software | - | 6.25 |
Leisure Services | - | 2.42 |
Paper, Forest & Jute Products | - | 0.8 |
Healthcare Services | - | 4.76 |
Auto Components | - | 5.87 |
Banks | - | 6.93 |
Electrical Equipment | - | 2.51 |
Transport Services | - | 0.81 |
Capital Markets | - | 1.59 |
Fertilizers & Agrochemicals | - | 1.73 |
Insurance | - | 2.42 |
Industrial Products | - | 7.13 |
Diversified Metals | - | 0.88 |
Realty | - | 3.6 |
Ferrous Metals | - | 2.47 |
Consumer Durables | - | 4.27 |
Oil | - | 0.38 |
Automobiles | - | 0.88 |
Minerals & Mining | - | 1.96 |
Beverages | - | 3.23 |
Transport Infrastructure | - | 0.68 |
Textiles & Apparels | - | 3.34 |
Power | - | 2.75 |
Cement & Cement Products | - | 1.91 |
Top Comparisons
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns17.21%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.22%
PGIM India Corporate Bond Fund - Growth
3Y Returns6.67%
ICICI Prudential Smallcap Fund - Growth
3Y Returns15.06%
Bandhan Small Cap Fund Regular Growth
3Y Returns24.54%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns18.09%
DSP Equity Opportunities Fund-Regular Plan - Growth
3Y Returns18.78%