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) ₹3341 Cr ₹4444 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 1.89 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 -5.65% -4.95%
6 Month -4.35% -6.64%
1 Year 18.63% 13.09%
3 Year 20.88% 17.94%
5 Year 25.38% 21.95%

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 5.19% 1.16%
3 Year 27.62% 22.84%
5 Year 27.89% 23.96%

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% 0.9%
Beta 0.96% 0.87%
Alpha 0.6% -0.51%

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 2.19 4.64
Mid Cap 66.57 69.24
Large Cap 19.15 7.57
Small Cap 12.09 18.55

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 2.19 4.64
Finance 8.53 7.33
Pharmaceuticals & Biotechnology 6.69 13.12
Healthcare Services 3.05 -
Banks 11.5 5.51
Electrical Equipment 6.43 3.57
Agricultural, Commercial & Construction Vehicles 1.04 1.39
Paper, Forest & Jute Products 0.93 -
Petroleum Products 1.77 1.35
Ferrous Metals 3.42 -
Telecom - Services 3.3 2.97
Automobiles 2 -
Agricultural Food & other Products 1.37 1.09
IT - Software 7.94 5.23
Consumer Durables 2.13 2.78
Diversified 2.3 0.81
Realty 1.49 4.9
Personal Products 2.44 1.73
Industrial Manufacturing 0.52 -
Oil 0.85 0.44
Chemicals & Petrochemicals 2.88 1.69
Industrial Products 3.86 8.24
Capital Markets 2.17 -
Cement & Cement Products 3.04 3.4
Auto Components 8.24 5.5
Gas 1.94 -
Fertilizers & Agrochemicals 0.89 3.53
Minerals & Mining 0.8 -
Retailing 3.39 -
Textiles & Apparels 1.42 1.98
Power 1.48 0.82
Insurance - 5.26
Construction - 3.05
Aerospace & Defense - 1.03
Leisure Services - 2.87
Transport Infrastructure - 3.75
Transport Services - 0.69
Commercial Services & Supplies - 1.33

Top Comparisons

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns16.18%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns16.47%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns17.01%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns10.01%

Compare Now

SBI Multicap Fund- Regular Plan- Growth Option SBI Multicap Fund- Regular Plan- Growth Option

3Y Returns0%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns13.18%

Compare Now

ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential ESG Exclusionary Strategy Fund - Growth

3Y Returns15.67%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns9.62%

Compare Now
Request call back
Add to Cart Successfully