HDFC Mid vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
HDFC Mid-Cap Fund - Growth Plan
Chart Comparison
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) | ₹3921 Cr | ₹83847 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 | -4.4% | -2.92% |
6 Month | 11.91% | 13.91% |
1 Year | -2.73% | 5.08% |
3 Year | 22.39% | 25.69% |
5 Year | 27.18% | 29.6% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
6 Month | 1.69% | 5.15% |
1 Year | -0.78% | 8.58% |
3 Year | 19.13% | 22.07% |
5 Year | 21.16% | 24.13% |
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 | 15.49% | 13.79% |
Sharp | 1.08% | 1.39% |
Beta | 0.94% | 0.83% |
Alpha | 0.23% | 4.66% |
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 | 11.47 | 12.06 |
Mid Cap | 66.98 | 61.58 |
Large Cap | 10.06 | 7.16 |
Small Cap | 11.5 | 19.2 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
Others | 3.99 | 7.22 |
Industrials | 17.58 | 10.31 |
Financial Services | 20.08 | 24.14 |
Technology | 7.66 | 10.2 |
Healthcare | 12.31 | 12 |
Energy | 2.84 | 2.77 |
Basic Materials | 7.21 | 5.74 |
Consumer Defensive | 5.31 | 5.12 |
Utilities | 3.07 | 1.24 |
Communication Services | 3.38 | 2.93 |
Consumer Cyclical | 14.83 | 18.34 |
Real Estate | 1.75 | - |
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