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) | ₹3905 Cr | ₹31056 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 | 3.43% | 2.58% |
6 Month | 15.02% | 19% |
1 Year | -5.44% | -0.68% |
3 Year | 21.46% | 17.33% |
5 Year | 27.35% | 22.63% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.24% | 5.23% |
1 Year | 8.2% | 14.39% |
3 Year | 20.4% | 19.57% |
5 Year | 21.65% | 18.18% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.01% | 16.33% |
3 Year | 24.77% | 19.44% |
5 Year | 24.96% | 19.68% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.48% | 13.08% |
Sharp | 0.91% | 0.81% |
Beta | 0.94% | 0.83% |
Alpha | 0.27% | -1.24% |
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 | 11.47 | 13.28 |
Mid Cap | 66.98 | 71.13 |
Large Cap | 10.06 | 10.05 |
Small Cap | 11.5 | 5.54 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.99 | 8.2 |
Industrials | 17.58 | 15.82 |
Financial Services | 20.08 | 14.76 |
Technology | 7.66 | 9.63 |
Healthcare | 12.31 | 10.99 |
Energy | 2.84 | 0.78 |
Basic Materials | 7.21 | 11.74 |
Consumer Defensive | 5.31 | 0.35 |
Utilities | 3.07 | 1.23 |
Communication Services | 3.38 | 3.37 |
Consumer Cyclical | 14.83 | 19.93 |
Real Estate | 1.75 | 3.19 |
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