Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹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-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
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) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns17.21%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.22%

VS

PGIM India Corporate Bond Fund - Growth PGIM India Corporate Bond Fund - Growth

3Y Returns6.67%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns15.06%

VS

Bandhan Small Cap Fund Regular Growth Bandhan Small Cap Fund Regular Growth

3Y Returns24.54%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns18.09%

VS

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns18.78%

Compare Now
Add to Cart Successfully