Mahindra Manulife Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Overview

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Fund	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2868 Cr	₹11825 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Jan 2018	01 Jul 2002
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	116%	45%
Expense Ratio	1.9	1.73
Manager	Abhinav Khandelwal	Ratish Varier
ISIN Code	INF174V01473	INF903J01173
Exits Load	Exit load of 1% if redeemed within 3 months./365	For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	1.73%	3.73%
6 Month	26.25%	26.72%
1 Year	57.47%	55.76%
3 Year	29%	27.27%
5 Year	31.55%	27%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	24.11%	21.78%
3 Year	60.51%	55%
5 Year	118.4%	101.07%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	31.25%	26.93%
3 Year	83.74%	73.41%
5 Year	129.49%	110.61%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	14.84%	13.35%
Sharp	1.31%	1.37%
Beta	0.96%	0.87%
Alpha	0.6%	1.34%

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Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Name	Abhinav Khandelwal	Ratish Varier
Total AUM	₹5522 Cr	₹12102 Cr
Fund Manage	5	3
	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Mid Cap	65.96	66.49
Large Cap	20.17	17.11
Others	2.98	6.5
Small Cap	10.89	9.85

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
IT - Software	7.52	-
Telecom - Services	4.59	-
Banks	9.08	-
Healthcare Services	2.74	-
Automobiles	2.32	-
Chemicals & Petrochemicals	4.63	-
Industrial Products	4.37	-
Retailing	3.83	-
Others	2.98	2.66
Auto Components	8.06	-
Pharmaceuticals & Biotechnology	7.82	-
Personal Products	2.91	-
Gas	1.92	-
Petroleum Products	1.92	-
Electrical Equipment	5.12	-
Finance	7.22	-
Ferrous Metals	4.23	-
Capital Markets	1.83	-
Diversified	1.83	-
Power	1.47	-
Cement & Cement Products	2.04	-
Oil	1.46	-
Agricultural Food & other Products	1.38	-
Realty	1.17	-
Agricultural, Commercial & Construction Vehicles	1.05	-
Consumer Durables	2.01	-
Fertilizers & Agrochemicals	0.99	-
Minerals & Mining	0.92	-
Textiles & Apparels	0.89	-
Paper, Forest & Jute Products	0.83	-
Industrial Manufacturing	0.52	-
Insurance	0.35	0.46
Capital Goods	-	11.59
Financial	-	18.38
Consumer Discretionary	-	4.72
Automobile	-	9.82
Services	-	13.57
Construction	-	2.45
Healthcare	-	10.83
Chemicals	-	3.8
Metals & Mining	-	3.91
Unclassified	-	1.83
Energy	-	4.29
Technology	-	4.25
Materials	-	5.11
Consumer Staples	-	1.94
Communication	-	0.34