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) | ₹3776 Cr | ₹79718 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 | 3.58% | 3.57% |
6 Month | 1.16% | 2.91% |
1 Year | 3.83% | 9.29% |
3 Year | 29.8% | 32.09% |
5 Year | 29.79% | 32.07% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
6 Month | 11.33% | 11.55% |
1 Year | 9.48% | 14.24% |
3 Year | 25.54% | 26.63% |
5 Year | 25.14% | 27.09% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
1 Year | 16.52% | 15.2% |
3 Year | 24.3% | 20.01% |
5 Year | 24.41% | 19.47% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | 16.48% | 15.10% |
Sharp | 1.10% | 1.35% |
Beta | 0.93% | 0.85% |
Alpha | 0.89% | 4.71% |
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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 | 4.06 | 8.07 |
Mid Cap | 65.42 | 65.07 |
Large Cap | 17.71 | 5.88 |
Small Cap | 12.81 | 20.98 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HDFC Mid-Cap Fund - Growth Plan |
---|---|---|
Others | 4.06 | 8.07 |
Financial Services | 20.71 | 24.44 |
Healthcare | 9.97 | 11.93 |
Industrials | 14.71 | 10.38 |
Basic Materials | 10.46 | 6.21 |
Energy | 4.38 | 2.69 |
Technology | 7.71 | 10.11 |
Consumer Defensive | 7.3 | 4.23 |
Communication Services | 3.26 | 3.05 |
Consumer Cyclical | 14.49 | 17.51 |
Real Estate | 1.21 | - |
Utilities | 1.73 | 1.37 |
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