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 | ₹11731 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 | 2.02% | 2.08% |
| 6 Month | 10.15% | 13.07% |
| 1 Year | 2.16% | 6.49% |
| 3 Year | 23.8% | 24.68% |
| 5 Year | 27.01% | 28.16% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.84% | 2.16% |
| 1 Year | 10.83% | 15.31% |
| 3 Year | 18.45% | 22.7% |
| 5 Year | 20.16% | 22.46% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.23% | 15.3% |
| 3 Year | 24.06% | 21.35% |
| 5 Year | 25.78% | 20.7% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.36% | 15.59% |
| Sharp | 1.04% | 1.08% |
| Beta | 0.96% | 0.94% |
| Alpha | 0.63% | 1.60% |
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 | 13.17 | 7.34 |
| Mid Cap | 67.48 | 70.95 |
| Large Cap | 9.78 | 8.47 |
| Small Cap | 9.57 | 13.24 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.95 | 3.62 |
| Industrials | 19.55 | 14.71 |
| Financial Services | 18.36 | 24.25 |
| Technology | 7.06 | 9.68 |
| Healthcare | 15.04 | 10.47 |
| Energy | 1.29 | 2.41 |
| Basic Materials | 7.91 | 11.05 |
| Consumer Defensive | 4.93 | 4.53 |
| Utilities | 3 | 0.57 |
| Communication Services | 3.04 | 1.78 |
| Consumer Cyclical | 14.26 | 14.24 |
| Real Estate | 1.61 | 2.71 |
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