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Invesco India Midcap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
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) | ₹4260 Cr | ₹10006 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 | -2.11% | -0.11% |
| 6 Month | 1.46% | 6.04% |
| 1 Year | -3.67% | 5.76% |
| 3 Year | 22.67% | 26.33% |
| 5 Year | 24.26% | 25.01% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.61% | 1.32% |
| 1 Year | 11.06% | 22.16% |
| 3 Year | 16.96% | 25.34% |
| 5 Year | 19.26% | 23.64% |
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 | 15.37% | 16.03% |
| Sharp | 1.04% | 1.20% |
| Beta | 0.96% | 0.95% |
| Alpha | 0.62% | 3.93% |
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 | 8.93 |
| Mid Cap | 66.38 | 55.48 |
| Large Cap | 7.7 | 14.61 |
| Small Cap | 9.54 | 20.98 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.28 | 0.56 |
| Industrials | 19.13 | 9.12 |
| Financial Services | 21.61 | 34.12 |
| Technology | 6.17 | 7.23 |
| Healthcare | 12.94 | 18.22 |
| Basic Materials | 7.83 | 3.95 |
| Consumer Defensive | 4.82 | - |
| Utilities | 2.92 | - |
| Communication Services | 3.06 | 1.39 |
| Consumer Cyclical | 12.17 | 17 |
| Energy | 1.29 | - |
| Real Estate | 1.78 | 8.42 |
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