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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) | ₹3921 Cr | ₹7802 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 | -2.56% | -0.08% |
| 6 Month | 13.11% | 24.05% |
| 1 Year | -2.74% | 14.95% |
| 3 Year | 23.07% | 28.4% |
| 5 Year | 27.35% | 28.57% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.69% | 9.97% |
| 1 Year | -0.78% | 20.1% |
| 3 Year | 19.13% | 28.94% |
| 5 Year | 21.16% | 25.81% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.01% | 14.54% |
| 3 Year | 24.77% | 18.76% |
| 5 Year | 24.96% | 19.05% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.49% | 13.27% |
| Sharp | 1.08% | 1.33% |
| Beta | 0.94% | 0.94% |
| Alpha | 0.23% | 4.04% |
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 | 11.47 | 8.19 |
| Mid Cap | 66.98 | 59.02 |
| Large Cap | 10.06 | 12.26 |
| Small Cap | 11.5 | 20.53 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.99 | 1.92 |
| Industrials | 17.58 | 10.06 |
| Financial Services | 20.08 | 29.43 |
| Technology | 7.66 | 7.74 |
| Healthcare | 12.31 | 19.75 |
| Energy | 2.84 | - |
| Basic Materials | 7.21 | 5.42 |
| Consumer Defensive | 5.31 | - |
| Utilities | 3.07 | - |
| Communication Services | 3.38 | 1.65 |
| Consumer Cyclical | 14.83 | 16.17 |
| Real Estate | 1.75 | 7.86 |
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