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) | ₹4295 Cr | ₹13650 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 | -2.11% | -3.59% |
| 6 Month | -2.94% | -1.42% |
| 1 Year | 2.56% | 4.21% |
| 3 Year | 23.13% | 24.87% |
| 5 Year | 21.8% | 22.35% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.57% | 0.23% |
| 1 Year | 11.06% | 11.72% |
| 3 Year | 15.87% | 19.08% |
| 5 Year | 18.86% | 20.62% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.12% | 14.91% |
| 3 Year | 24.06% | 21.6% |
| 5 Year | 25.4% | 20.79% |
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 | 1.14% | 1.21% |
| Beta | 0.95% | 0.94% |
| Alpha | 0.89% | 2.33% |
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 | 14.53 | 9.83 |
| Mid Cap | 68.53 | 71.13 |
| Small Cap | 11.2 | 10.64 |
| Large Cap | 5.75 | 8.41 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.76 | 2.22 |
| Industrials | 20.58 | 13.36 |
| Financial Services | 27.54 | 29.72 |
| Basic Materials | 8.8 | 9.89 |
| Healthcare | 11.31 | 8.08 |
| Technology | 6.97 | 9.35 |
| Utilities | 2.68 | 0.55 |
| Communication Services | 3.67 | 2.39 |
| Consumer Cyclical | 9.58 | 14.55 |
| Consumer Defensive | 4.34 | 4.81 |
| Energy | 1.24 | 2.24 |
| Real Estate | 1.53 | 2.85 |
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