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) | ₹3994 Cr | ₹11297 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 | - | 0.52% |
6 Month | 10.46% | 13.79% |
1 Year | -5.58% | -0.59% |
3 Year | 23.87% | 25.13% |
5 Year | 27.6% | 29.72% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.35% | 2.25% |
1 Year | 9.07% | 14.17% |
3 Year | 19.09% | 23.21% |
5 Year | 20.75% | 22.96% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.81% | 15.38% |
3 Year | 24.35% | 21.06% |
5 Year | 25.31% | 20.55% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.31% | 15.52% |
Sharp | 1.00% | 1.03% |
Beta | 0.94% | 0.92% |
Alpha | 0.61% | 1.68% |
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 | 12.07 | 7.65 |
Mid Cap | 66.9 | 69.75 |
Large Cap | 9.96 | 8.59 |
Small Cap | 11.07 | 14.01 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.19 | 3.18 |
Industrials | 18.89 | 13.73 |
Financial Services | 19.47 | 23.96 |
Technology | 7.73 | 10.99 |
Healthcare | 13.49 | 10.66 |
Energy | 2.55 | 1.96 |
Basic Materials | 7.34 | 10.37 |
Consumer Defensive | 5.24 | 5.25 |
Utilities | 2.91 | 0.59 |
Communication Services | 3.22 | 1.38 |
Consumer Cyclical | 14.34 | 15.14 |
Real Estate | 1.63 | 2.78 |
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