- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 1.83% | 0.34% |
| 6 Month | 9.94% | 18.55% |
| 1 Year | 1.58% | 12.75% |
| 3 Year | 23.67% | 26.88% |
| 5 Year | 27.1% | 27.19% |
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 |
Top Comparisons
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.94%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.17%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns7.05%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.91%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.95%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.55%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns15.27%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.82%
