Mahindra Manulife Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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 Tata Mid Cap Growth Fund Regular Plan- Growth Option
Fund Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2868 Cr ₹4194 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jan 2018 01 Jul 1994
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 116% 69.98%
Expense Ratio 1.9 0.75
Manager Abhinav Khandelwal Satish Chandra Mishra
ISIN Code INF174V01473 INF277K01626
Exits Load Exit load of 1% if redeemed within 3 months./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month 1.73% -1.08%
6 Month 26.25% 18.56%
1 Year 57.47% 42.59%
3 Year 29% 23.02%
5 Year 31.55% 27.14%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month - -
1 Year 24.11% 23.48%
3 Year 60.51% 56.14%
5 Year 118.4% 106.77%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 31.25% 28.77%
3 Year 83.74% 75.24%
5 Year 129.49% 115%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 14.84% 13.05%
Sharp 1.31% 1.2%
Beta 0.96% 0.84%
Alpha 0.6% -0.09%

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Fund Managers

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
Name Abhinav Khandelwal Satish Chandra Mishra
Total AUM ₹5522 Cr ₹13117 Cr
Fund Manage 5 5
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option

Market Cap

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 2.98 5.23
Mid Cap 65.96 64.87
Large Cap 20.17 9.14
Small Cap 10.89 20.76

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 2.98 2.96
Finance 7.22 -
Cement & Cement Products 2.04 -
Pharmaceuticals & Biotechnology 7.82 -
Healthcare Services 2.74 -
Banks 9.08 -
Electrical Equipment 5.12 -
Agricultural, Commercial & Construction Vehicles 1.05 -
Paper, Forest & Jute Products 0.83 -
Petroleum Products 1.92 -
Ferrous Metals 4.23 -
Telecom - Services 4.59 -
Industrial Products 4.37 -
Automobiles 2.32 -
Insurance 0.35 -
Agricultural Food & other Products 1.38 -
IT - Software 7.52 -
Consumer Durables 2.01 -
Diversified 1.83 0.87
Realty 1.17 -
Personal Products 2.91 -
Industrial Manufacturing 0.52 -
Oil 1.46 -
Chemicals & Petrochemicals 4.63 -
Capital Markets 1.83 -
Auto Components 8.06 -
Gas 1.92 -
Fertilizers & Agrochemicals 0.99 -
Minerals & Mining 0.92 -
Retailing 3.83 -
Textiles & Apparels 0.89 -
Power 1.47 -
Materials - 5.75
Chemicals - 4.33
Financial - 16.7
Construction - 8.64
Energy - 2.81
Healthcare - 11.33
Consumer Staples - 2.43
Services - 8.18
Metals & Mining - 5.22
Communication - 2.68
Capital Goods - 15.46
Automobile - 5.98
Consumer Discretionary - 2.05
Technology - 2.71
Textiles - 1.9

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