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Compare Mahindra Manulife Mid Cap Fund vs Sundaram Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.85 | 1.74 |
NAV | ₹33.42 | ₹1411.48 |
Fund Started | 08 Jan 2018 | 24 Jun 2002 |
Fund Size | ₹3904.62 Cr | ₹12501.03 Cr |
Exit Load | Exit load of 1% if redeemed within 3 months. | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.85
1.74
NAV
₹33.42
₹1411.48
Fund Started
08 Jan 2018
24 Jun 2002
Fund Size
₹3904.62 Cr
₹12501.03 Cr
Exit Load
Exit load of 1% if redeemed within 3 months.
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1 Year | -5.26% | -0.25% |
3 Year | 22.79% | 22.77% |
5 Year | 26.53% | 25.78% |
1 Year
-5.26%
-0.25%
3 Year
22.79%
22.77%
5 Year
26.53%
25.78%
Holding Analysis
Equity | 96.83% | 95.22% |
Cash | 3.17% | 4.78% |
Equity
96.83%
95.22%
Cash
3.17%
4.78%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Indian Bank | 2.66% |
UNO Minda Ltd. | 2.60% |
Blue Star Ltd. | 2.59% |
Max Healthcare Institute Ltd. | 2.34% |
Tube Investments Of India Ltd. | 2.33% |
JK Cement Ltd. | 2.31% |
Glenmark Pharmaceuticals Ltd. | 2.12% |
Astral Ltd. | 2.11% |
APL Apollo Tubes Ltd. | 2.07% |
IDFC First Bank Ltd. | 2.01% |
Name | Assets |
|---|---|
Cummins India Ltd. | 3.95% |
Coromandel International Ltd. | 3.16% |
Fortis Healthcare Ltd. | 2.83% |
GE Vernova T&D India Ltd. | 2.62% |
Mahindra & Mahindra Financial Services Ltd. | 2.42% |
Lupin Ltd. | 2.38% |
Kalyan Jewellers India Ltd. | 2.17% |
JK Cement Ltd. | 2.07% |
Persistent Systems Ltd. | 2.06% |
Indian Bank | 2.05% |
Fund Manager
Name | Krishna Sanghavi | Ratish Varier |
Start Date | 26 Oct 2020 | 01 Jan 2022 |
Name
Krishna Sanghavi
Ratish Varier
Start Date
26 Oct 2020
01 Jan 2022
About Fund
Description | The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. | The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. |
Launch Date | 08 Jan 2018 | 24 Jun 2002 |
Description
The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies.
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Launch Date
08 Jan 2018
24 Jun 2002
