Edelweiss Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3990 Cr | ₹10988 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jan 2018 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 116% | 43% |
Expense Ratio | 1.88 | 1.73 |
Manager | Abhinav Khandelwal | Trideep Bhattacharya |
ISIN Code | INF174V01473 | INF843K01013 |
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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.4% | -2.13% |
6 Month | 11.91% | 16.11% |
1 Year | -2.73% | 5.93% |
3 Year | 22.39% | 24.26% |
5 Year | 27.18% | 29.58% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.38% | 6.08% |
1 Year | -0.92% | 5.78% |
3 Year | 18.99% | 23.14% |
5 Year | 21.09% | 23.48% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.01% | 15.68% |
3 Year | 24.77% | 20.86% |
5 Year | 24.96% | 20.48% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.49% | 15.64% |
Sharp | 1.08% | 1.14% |
Beta | 0.94% | 0.92% |
Alpha | 0.23% | 1.71% |
Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Trideep Bhattacharya |
Total AUM | ₹5522 Cr | ₹0 Cr |
Funds Managed | 5 | 9 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 11.47 | 9 |
Mid Cap | 66.98 | 69.82 |
Large Cap | 10.06 | 7.98 |
Small Cap | 11.5 | 13.21 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.99 | 4.28 |
Industrials | 17.58 | 13.44 |
Financial Services | 20.08 | 23.52 |
Technology | 7.66 | 10.31 |
Healthcare | 12.31 | 10.73 |
Energy | 2.84 | 2.26 |
Basic Materials | 7.21 | 10.81 |
Consumer Defensive | 5.31 | 5.2 |
Utilities | 3.07 | 0.65 |
Communication Services | 3.38 | 1.49 |
Consumer Cyclical | 14.83 | 14.37 |
Real Estate | 1.75 | 2.94 |
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