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) | ₹4260 Cr | ₹13196 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 | 2.56% | 1.23% |
| 6 Month | 1.76% | 2.01% |
| 1 Year | 2.06% | 3.24% |
| 3 Year | 24.85% | 26.21% |
| 5 Year | 23.26% | 24.37% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.78% | 3.63% |
| 1 Year | 15.66% | 18.36% |
| 3 Year | 17.54% | 21.61% |
| 5 Year | 19.72% | 21.94% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.28% | 15.01% |
| 3 Year | 24.03% | 21.55% |
| 5 Year | 25.58% | 20.76% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.84% | 13.78% |
| Sharp | 1.09% | 1.15% |
| Beta | 0.95% | 0.94% |
| Alpha | 0.59% | 1.84% |
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 | 2.61 | 2.83 |
| Mid Cap | 72.05 | 72.98 |
| Small Cap | 15.4 | 10.63 |
| Large Cap | 9.95 | 13.56 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.61 | 2.83 |
| Industrial Products | 9.46 | 5.12 |
| Finance | 9.66 | 6.78 |
| Electrical Equipment | 4.39 | 3.33 |
| Healthcare Services | 2.83 | 3.91 |
| Banks | 11.3 | 11.04 |
| IT - Software | 5.59 | 7.2 |
| Pharmaceuticals & Biotechnology | 9.82 | 4.66 |
| Realty | 2.42 | 3.03 |
| Chemicals & Petrochemicals | 1.93 | 4.01 |
| Power | 2.73 | 0.54 |
| Telecom - Services | 3.05 | 1.92 |
| Automobiles | 2.13 | 1.88 |
| Consumer Durables | 5.8 | 3.26 |
| Insurance | 2.69 | 1.57 |
| Agricultural Food & other Products | 2.7 | 1.84 |
| Beverages | 1.95 | 1.6 |
| Oil | 1.21 | 1.07 |
| Capital Markets | 2.14 | 7.64 |
| Leisure Services | 1.41 | 2.8 |
| Auto Components | 8.71 | 5.99 |
| Minerals & Mining | 1.41 | 1.53 |
| Textiles & Apparels | 0.99 | 1.32 |
| Cement & Cement Products | 2.28 | 1.1 |
| Transport Infrastructure | 0.8 | - |
| Food Products | - | 0.77 |
| Retailing | - | 2.46 |
| Agricultural, Commercial & Construction Vehicles | - | 2.2 |
| Petroleum Products | - | 1.1 |
| Aerospace & Defense | - | 1.73 |
| Ferrous Metals | - | 1.61 |
| Industrial Manufacturing | - | 0.73 |
| Fertilizers & Agrochemicals | - | 0.66 |
| Financial Technology (Fintech) | - | 2.15 |
| Commercial Services & Supplies | - | 0.62 |
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