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) | ₹3326 Cr | ₹5645 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 | 2.25% | 2.99% |
6 Month | -6.72% | -2.92% |
1 Year | 4.41% | 16.14% |
3 Year | 21.6% | 22.99% |
5 Year | 29.3% | 28.97% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -0.96% | 0.23% |
1 Year | -9.16% | -0.28% |
3 Year | 22.04% | 25.26% |
5 Year | 23.55% | 24.17% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 18.34% | 14.1% |
3 Year | 24.82% | 18.13% |
5 Year | 23.92% | 18.76% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 16.816% | 13.27% |
Sharp | 0.771% | 0.8% |
Beta | 0.943% | 0.93% |
Alpha | 0.577% | 1.49% |
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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 | 4.06 | 2.1 |
Mid Cap | 65.42 | 64.75 |
Large Cap | 17.71 | 13.09 |
Small Cap | 12.81 | 20.07 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 4.06 | 0.35 |
Financial Services | 20.71 | 23.61 |
Healthcare | 9.97 | 18.02 |
Industrials | 14.71 | 9.48 |
Basic Materials | 10.46 | 9.73 |
Energy | 4.38 | - |
Technology | 7.71 | 10.12 |
Consumer Defensive | 7.3 | - |
Communication Services | 3.26 | 1.75 |
Consumer Cyclical | 14.49 | 19.8 |
Real Estate | 1.21 | 7.12 |
Utilities | 1.73 | - |
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