Mahindra Manulife Mid Cap Fund vs HDFC Mid compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
HDFC Mid-Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3994 Cr | ₹84855 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jan 2018 | 25 Jun 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 116% | 14.6% |
| Expense Ratio | 1.88 | 1.39 |
| Manager | Abhinav Khandelwal | Dhruv Muchhal |
| ISIN Code | INF174V01473 | INF179K01CR2 |
| 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 | HDFC Mid-Cap Opportunities 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 | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | 1.32% | 2.03% |
| 6 Month | 7.06% | 11.46% |
| 1 Year | 0.67% | 7.71% |
| 3 Year | 24.28% | 26.63% |
| 5 Year | 27.45% | 29.55% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.43% | 2.23% |
| 1 Year | 7.56% | 14.86% |
| 3 Year | 18.81% | 21.53% |
| 5 Year | 20.73% | 23.63% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 13.81% | 14.73% |
| 3 Year | 24.35% | 20.43% |
| 5 Year | 25.31% | 19.73% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 15.31% | 13.79% |
| Sharp | 1.00% | 1.24% |
| Beta | 0.94% | 0.84% |
| Alpha | 0.61% | 4.00% |
Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Name | Abhinav Khandelwal | Dhruv Muchhal |
| Total AUM | ₹5522 Cr | ₹520687 Cr |
| Funds Managed | 5 | 40 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 13.17 | 10.91 |
| Mid Cap | 67.48 | 62.44 |
| Large Cap | 9.78 | 7.87 |
| Small Cap | 9.57 | 18.77 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.95 | 6.37 |
| Industrials | 19.55 | 10.55 |
| Financial Services | 18.36 | 24.7 |
| Technology | 7.06 | 9.82 |
| Healthcare | 15.04 | 12.55 |
| Energy | 1.29 | 2.9 |
| Basic Materials | 7.91 | 5.54 |
| Consumer Defensive | 4.93 | 5.67 |
| Utilities | 3 | 1.24 |
| Communication Services | 3.04 | 2.73 |
| Consumer Cyclical | 14.26 | 17.92 |
| Real Estate | 1.61 | - |
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