HDFC Mid vs Mahindra Manulife Mid Cap Fund compare

HDFC Mid vs Mahindra Manulife Mid Cap Fund compare

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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HDFC Mid-Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HDFC Mid-Cap Fund - Growth Plan
Fund	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HDFC Mid-Cap Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3905 Cr	₹83105 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Jan 2018	25 Jun 2007
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	116%	14.6%
Expense Ratio	1.88	1.39
Manager	Abhinav Khandelwal	Dhruv Muchhal
ISIN Code	INF174V01473	INF179K01CR2
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	HDFC Mid-Cap Opportunities 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	HDFC Mid-Cap Fund - Growth Plan
1 Month	4.2%	3.08%
6 Month	15.99%	20.35%
1 Year	-4.75%	1.76%
3 Year	22.9%	25.17%
5 Year	26.74%	28.57%

SIP Return Analysis

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HDFC Mid-Cap Fund - Growth Plan
6 Month	3.24%	5.13%
1 Year	8.2%	15.05%
3 Year	20.4%	22.66%
5 Year	21.65%	24.25%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HDFC Mid-Cap Fund - Growth Plan
1 Year	15.01%	14.93%
3 Year	24.77%	20.25%
5 Year	24.96%	19.59%

Risk Management

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HDFC Mid-Cap Fund - Growth Plan
Standard Deviation	15.48%	13.84%
Sharp	0.91%	1.20%
Beta	0.94%	0.83%
Alpha	0.27%	4.36%

Fund Managers

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HDFC Mid-Cap Fund - Growth Plan
Name	Abhinav Khandelwal	Dhruv Muchhal
Total AUM	₹5522 Cr	₹520687 Cr
Funds Managed	5	40
	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HDFC Mid-Cap Fund - Growth Plan

Market Cap

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HDFC Mid-Cap Fund - Growth Plan
Others	12.07	11.94
Mid Cap	66.9	61.34
Large Cap	9.96	7.84
Small Cap	11.07	18.89

Sector Allocation

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	HDFC Mid-Cap Fund - Growth Plan
Others	3.19	6.98
Industrials	18.89	10.63
Financial Services	19.47	24.21
Technology	7.73	10.45
Healthcare	13.49	11.74
Energy	2.55	2.51
Basic Materials	7.34	5.39
Consumer Defensive	5.24	5.7
Utilities	2.91	1.26
Communication Services	3.22	2.73
Consumer Cyclical	14.34	18.41
Real Estate	1.63	-

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