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

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 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 -6.73% -6.53%
6 Month 6.14% 2.89%
1 Year 36.18% 28.93%
3 Year 22.23% 18.26%
5 Year 27.06% 24.21%

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 26.17% 20.76%
3 Year 33.1% 28.57%
5 Year 31.17% 27.48%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 17.27% 17.42%
3 Year 25% 16.1%
5 Year 22.54% 16.97%

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% 0.98%
Beta 0.96% 0.87%
Alpha 0.6% 0.06%

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 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 3.8 5.23
Mid Cap 64.81 64.87
Large Cap 20.56 9.14
Small Cap 10.83 20.76

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 3.8 2.96
Finance 6.62 -
Pharmaceuticals & Biotechnology 7.5 -
Healthcare Services 2.86 -
Banks 9.36 -
Electrical Equipment 5.72 -
Agricultural, Commercial & Construction Vehicles 0.99 -
Paper, Forest & Jute Products 0.94 -
Petroleum Products 1.98 -
Ferrous Metals 3.88 -
Telecom - Services 3.29 -
Automobiles 2.22 -
Agricultural Food & other Products 1.31 -
IT - Software 8.07 -
Consumer Durables 2.17 -
Diversified 2.3 0.87
Realty 1.37 -
Personal Products 2.83 -
Industrial Manufacturing 0.56 -
Oil 1.01 -
Chemicals & Petrochemicals 3.78 -
Industrial Products 3.79 -
Capital Markets 1.94 -
Cement & Cement Products 2.73 -
Auto Components 8.65 -
Gas 1.64 -
Fertilizers & Agrochemicals 0.84 -
Minerals & Mining 0.85 -
Retailing 4.15 -
Textiles & Apparels 1.37 -
Power 1.48 -
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

Top Comparisons

SBI Magnum Income Fund-Regular Plan-Growth SBI Magnum Income Fund-Regular Plan-Growth

3Y Returns5.83%

VS

Nippon India Income Fund - Growth Plan Growth Option Nippon India Income Fund - Growth Plan Growth Option

3Y Returns5.55%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns15.5%

VS

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns21.29%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns12.09%

VS

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns11.56%

Compare Now

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns0%

VS

LIC MF Multi Cap Fund Regular - Growth LIC MF Multi Cap Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully