Mahindra Manulife Mid Cap Fund vs Edelweiss Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3994 Cr | ₹11731 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jan 2018 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 116% | 43% |
Expense Ratio | 1.88 | 1.73 |
Manager | Abhinav Khandelwal | Trideep Bhattacharya |
ISIN Code | INF174V01473 | INF843K01013 |
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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.24% | 0.07% |
6 Month | 9.99% | 13.14% |
1 Year | -3.05% | 1.86% |
3 Year | 24.04% | 24.98% |
5 Year | 27.64% | 29.33% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.43% | 1.81% |
1 Year | 7.56% | 13.37% |
3 Year | 18.81% | 23.28% |
5 Year | 20.73% | 23.16% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.81% | 15.38% |
3 Year | 24.35% | 21.06% |
5 Year | 25.31% | 20.55% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.31% | 15.52% |
Sharp | 1.00% | 1.03% |
Beta | 0.94% | 0.92% |
Alpha | 0.61% | 1.68% |
Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Trideep Bhattacharya |
Total AUM | ₹5522 Cr | ₹0 Cr |
Funds Managed | 5 | 9 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.17 | 7.34 |
Mid Cap | 67.48 | 70.95 |
Large Cap | 9.78 | 8.47 |
Small Cap | 9.57 | 13.24 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.95 | 3.62 |
Industrials | 19.55 | 14.71 |
Financial Services | 18.36 | 24.25 |
Technology | 7.06 | 9.68 |
Healthcare | 15.04 | 10.47 |
Energy | 1.29 | 2.41 |
Basic Materials | 7.91 | 11.05 |
Consumer Defensive | 4.93 | 4.53 |
Utilities | 3 | 0.57 |
Communication Services | 3.04 | 1.78 |
Consumer Cyclical | 14.26 | 14.24 |
Real Estate | 1.61 | 2.71 |
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