Axis Midcap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4260 Cr | ₹32202 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jan 2018 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 116% | 23% |
| Expense Ratio | 1.88 | 1.58 |
| Manager | Abhinav Khandelwal | Shreyash Devalkar |
| ISIN Code | INF174V01473 | INF846K01859 |
| 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 | Axis Midcap 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 | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.62% | -2.8% |
| 6 Month | 1.4% | -0.1% |
| 1 Year | -3.09% | -1.93% |
| 3 Year | 22.84% | 18.11% |
| 5 Year | 23.58% | 17.9% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.61% | -0.54% |
| 1 Year | 11.06% | 10.94% |
| 3 Year | 16.96% | 15.62% |
| 5 Year | 19.26% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.36% | 15.73% |
| 3 Year | 24% | 19.14% |
| 5 Year | 25.67% | 19.8% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.37% | 13.08% |
| Sharp | 1.04% | 0.9% |
| Beta | 0.96% | 0.83% |
| Alpha | 0.62% | -1.39% |
Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhinav Khandelwal | Shreyash Devalkar |
| Total AUM | ₹5522 Cr | ₹166770 Cr |
| Funds Managed | 5 | 14 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 15.04 | 12.39 |
| Mid Cap | 67 | 69.76 |
| Small Cap | 11.16 | 5.89 |
| Large Cap | 6.79 | 11.97 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.56 | 6.81 |
| Industrials | 19.51 | 17.3 |
| Financial Services | 25.82 | 18.4 |
| Healthcare | 12.65 | 10.34 |
| Technology | 6.6 | 10.09 |
| Basic Materials | 7.65 | 8.07 |
| Consumer Defensive | 4.65 | 0.09 |
| Utilities | 2.73 | 1.22 |
| Communication Services | 3.05 | 3.43 |
| Consumer Cyclical | 11.94 | 20.21 |
| Energy | 1.21 | 0.82 |
| Real Estate | 1.62 | 3.23 |
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