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) | ₹4260 Cr | ₹92169 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 | 3.23% | 0.96% |
| 6 Month | 2.77% | 4.05% |
| 1 Year | 4.31% | 8.9% |
| 3 Year | 25.35% | 26.04% |
| 5 Year | 23.08% | 24.84% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.78% | 4.18% |
| 1 Year | 15.66% | 20.48% |
| 3 Year | 17.54% | 20.43% |
| 5 Year | 19.72% | 22.74% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.28% | 14.3% |
| 3 Year | 24.03% | 20.81% |
| 5 Year | 25.58% | 20.09% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 14.84% | 12.9% |
| Sharp | 1.09% | 1.31% |
| Beta | 0.95% | 0.86% |
| Alpha | 0.59% | 3.49% |
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 | 15.04 | 12.16 |
| Mid Cap | 67 | 63.68 |
| Small Cap | 11.16 | 16.51 |
| Large Cap | 6.79 | 7.64 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.56 | 6.97 |
| Industrials | 19.51 | 9.05 |
| Financial Services | 25.82 | 27.28 |
| Healthcare | 12.65 | 12.26 |
| Technology | 6.6 | 10.48 |
| Basic Materials | 7.65 | 5.07 |
| Consumer Defensive | 4.65 | 5.56 |
| Utilities | 2.73 | 1.11 |
| Communication Services | 3.05 | 2.76 |
| Consumer Cyclical | 11.94 | 16.69 |
| Energy | 1.21 | 2.76 |
| Real Estate | 1.62 | - |
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