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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) | ₹3994 Cr | ₹8518 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 | 2.76% | 0.65% |
| 6 Month | 6.85% | 13.57% |
| 1 Year | 6.39% | 16.7% |
| 3 Year | 24% | 27.05% |
| 5 Year | 26.86% | 26.87% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.84% | 3.36% |
| 1 Year | 10.83% | 23.8% |
| 3 Year | 18.45% | 26.94% |
| 5 Year | 20.16% | 24.48% |
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 | 13.17 | 8.21 |
| Mid Cap | 67.48 | 55.09 |
| Large Cap | 9.78 | 15.32 |
| Small Cap | 9.57 | 21.38 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.95 | 0.32 |
| Industrials | 19.55 | 9.75 |
| Financial Services | 18.36 | 31.64 |
| Technology | 7.06 | 8.7 |
| Healthcare | 15.04 | 18.35 |
| Energy | 1.29 | - |
| Basic Materials | 7.91 | 4.47 |
| Consumer Defensive | 4.93 | - |
| Utilities | 3 | - |
| Communication Services | 3.04 | 1.35 |
| Consumer Cyclical | 14.26 | 17.8 |
| Real Estate | 1.61 | 7.62 |
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