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Invesco India Midcap Fund vs Mahindra Manulife Mid Cap Fund compare

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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tortoise-icon Invesco India Midcap Fund - Growth Option

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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 Invesco India Midcap Fund - Growth Option
Fund Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4192 Cr ₹9320 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jan 2018 19 Apr 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over 116% 70%
Expense Ratio 1.88 1.8
Manager Abhinav Khandelwal Aditya Khemani
ISIN Code INF174V01473 INF205K01BC9
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 Invesco India Mid Cap 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 Invesco India Midcap Fund - Growth Option
1 Month -0.48% -0.11%
6 Month 2.59% 6.8%
1 Year -2.46% 6.69%
3 Year 22.44% 25.95%
5 Year 24.6% 25.11%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option
6 Month 3.03% 4.13%
1 Year 13.86% 25.84%
3 Year 18.8% 27.4%
5 Year 20.56% 24.95%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option
1 Year 11.46% 14.41%
3 Year 24.06% 19.22%
5 Year 25.8% 19.26%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option
Standard Deviation 15.36% 13.27%
Sharp 1.04% 1.24%
Beta 0.96% 0.95%
Alpha 0.63% 3.68%

Fund Managers

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option
Name Abhinav Khandelwal Aditya Khemani
Total AUM ₹5522 Cr ₹12070 Cr
Funds Managed 5 3
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option

Market Cap

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Invesco India Midcap Fund - Growth Option

Others 16.39 0.57
Mid Cap 66.38 62.54
Large Cap 7.7 14.15
Small Cap 9.54 22.74

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Invesco India Midcap Fund - Growth Option

Others 6.28 0.57
Industrials 19.13 -
Financial Services 21.61 -
Technology 6.17 -
Healthcare 12.94 -
Basic Materials 7.83 -
Consumer Defensive 4.82 -
Utilities 2.92 -
Communication Services 3.06 -
Consumer Cyclical 12.17 -
Energy 1.29 -
Real Estate 1.78 -
Industrial Products - 3.51
Retailing - 11.81
Auto Components - 1.87
Healthcare Services - 10.36
Realty - 7.81
Insurance - 6.02
Consumer Durables - 7.27
Commercial Services & Supplies - 0.6
IT - Software - 4.41
Pharmaceuticals & Biotechnology - 7.86
Capital Markets - 7.52
Finance - 9.91
Banks - 10.66
Telecom - Services - 1.39
Electrical Equipment - 1.25
Transport Services - 2.56
Industrial Manufacturing - 1.43
Cement & Cement Products - 3.19

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