Invesco India Midcap Fund vs Mahindra Manulife Mid Cap Fund compare

Invesco India Midcap Fund vs Mahindra Manulife Mid Cap Fund compare

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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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	1.75%	-0.04%
6 Month	6.14%	12.66%
1 Year	5.24%	15.81%
3 Year	24.51%	27.78%
5 Year	26.13%	26.37%

SIP Return Analysis

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
6 Month	2.57%	1.91%
1 Year	13.36%	21.9%
3 Year	19.24%	26.56%
5 Year	20.68%	24.35%

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
1 Year	12.23%	14.41%
3 Year	24.06%	19.17%
5 Year	25.78%	19.21%

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	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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