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Sundaram Mid Cap Fund Regular Plan vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹3326 Cr | ₹11638 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jan 2018 | 19 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 | 1.88 | 1.77 |
| Manager | Abhinav Khandelwal | Ratish Varier |
| ISIN Code | INF174V01473 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - 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 | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.97% | 7.3% |
| 6 Month | -14.52% | -13.14% |
| 1 Year | 5.91% | 10.6% |
| 3 Year | 19.08% | 20.1% |
| 5 Year | 30.07% | 29.29% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.64% | -5.21% |
| 1 Year | -16.1% | -12.53% |
| 3 Year | 18.93% | 19.18% |
| 5 Year | 21.81% | 21.22% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.34% | 21.47% |
| 3 Year | 24.82% | 18.34% |
| 5 Year | 23.92% | 18.67% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.816% | 16.453% |
| Sharp | 0.771% | 0.764% |
| Beta | 0.943% | 0.915% |
| Alpha | 0.577% | 0.528% |
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Fund Managers
| 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 |
| Funds Managed | 5 | 3 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.06 | 6.38 |
| Mid Cap | 65.42 | 65.33 |
| Large Cap | 17.71 | 15.27 |
| Small Cap | 12.81 | 13.03 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.06 | 5.37 |
| Financial Services | 20.71 | 19.52 |
| Healthcare | 9.97 | 11.03 |
| Industrials | 14.71 | 14.82 |
| Basic Materials | 10.46 | 9.99 |
| Energy | 4.38 | 1.7 |
| Technology | 7.71 | 6.45 |
| Consumer Defensive | 7.3 | 3.4 |
| Communication Services | 3.26 | 3.32 |
| Consumer Cyclical | 14.49 | 18.88 |
| Real Estate | 1.21 | 3.43 |
| Utilities | 1.73 | 2.1 |
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