Mahindra Manulife Mid Cap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
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) | ₹3326 Cr | ₹4354 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jan 2018 | 31 Mar 2004 |
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 | 1.88 | 1.87 |
Manager | Abhinav Khandelwal | Satish Chandra Mishra |
ISIN Code | INF174V01473 | INF277K01626 |
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 | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | 7.19% | 7.04% |
6 Month | -15.39% | -15.49% |
1 Year | 6.93% | 3.72% |
3 Year | 19.49% | 16.81% |
5 Year | 31.6% | 29.39% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -7.07% | -7.17% |
1 Year | -12.92% | -15.06% |
3 Year | 21.65% | 17.29% |
5 Year | 23.79% | 20.16% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 18.34% | 17.53% |
3 Year | 24.82% | 16.61% |
5 Year | 23.92% | 17.03% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 16.816% | 13.05% |
Sharp | 0.771% | 0.63% |
Beta | 0.943% | 0.91% |
Alpha | 0.577% | -2.03% |
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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 |
Funds Managed | 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 | 4.06 | 2.98 |
Mid Cap | 65.42 | 68.49 |
Large Cap | 17.71 | 8.23 |
Small Cap | 12.81 | 20.31 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 4.06 | 2.92 |
Financial Services | 20.71 | 20.39 |
Healthcare | 9.97 | 14.75 |
Industrials | 14.71 | 22.52 |
Basic Materials | 10.46 | 9.49 |
Energy | 4.38 | 1.69 |
Technology | 7.71 | 5.68 |
Consumer Defensive | 7.3 | 1.13 |
Communication Services | 3.26 | 2.98 |
Consumer Cyclical | 14.49 | 11.73 |
Real Estate | 1.21 | 4.84 |
Utilities | 1.73 | 1.87 |
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