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) | ₹4260 Cr | ₹92169 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 | 2.71% | 0.81% |
| 6 Month | 1.91% | 3.84% |
| 1 Year | 4.51% | 9.22% |
| 3 Year | 25.17% | 26.01% |
| 5 Year | 23.22% | 24.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.78% | 4.18% |
| 1 Year | 15.66% | 20.48% |
| 3 Year | 17.54% | 20.43% |
| 5 Year | 19.72% | 22.74% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.28% | 14.3% |
| 3 Year | 24.03% | 20.81% |
| 5 Year | 25.58% | 20.09% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 14.84% | 12.9% |
| Sharp | 1.09% | 1.31% |
| Beta | 0.95% | 0.86% |
| Alpha | 0.59% | 3.49% |
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 | 2.61 | 6.3 |
| Mid Cap | 72.05 | 66.86 |
| Small Cap | 15.4 | 19.47 |
| Large Cap | 9.95 | 7.37 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HDFC Mid-Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.61 | 6.3 |
| Industrial Products | 9.46 | 6.5 |
| Finance | 9.66 | 3.2 |
| Electrical Equipment | 4.39 | - |
| Healthcare Services | 2.83 | 2.78 |
| Banks | 11.3 | 15.43 |
| IT - Software | 5.59 | 8.4 |
| Pharmaceuticals & Biotechnology | 9.82 | 9.49 |
| Realty | 2.42 | - |
| Chemicals & Petrochemicals | 1.93 | 0.84 |
| Power | 2.73 | - |
| Telecom - Services | 3.05 | 2.46 |
| Automobiles | 2.13 | - |
| Consumer Durables | 5.8 | 2.89 |
| Insurance | 2.69 | 6.13 |
| Agricultural Food & other Products | 2.7 | 2.11 |
| Beverages | 1.95 | 0.63 |
| Oil | 1.21 | - |
| Capital Markets | 2.14 | 1.11 |
| Leisure Services | 1.41 | 1.24 |
| Auto Components | 8.71 | 9.76 |
| Minerals & Mining | 1.41 | - |
| Textiles & Apparels | 0.99 | 0.65 |
| Cement & Cement Products | 2.28 | 0.95 |
| Transport Infrastructure | 0.8 | - |
| Personal Products | - | 2.82 |
| Retailing | - | 3.44 |
| Agricultural, Commercial & Construction Vehicles | - | 0.98 |
| Printing & Publication | - | 0.25 |
| Petroleum Products | - | 2.76 |
| Transport Services | - | 1.4 |
| Fertilizers & Agrochemicals | - | 1.28 |
| Media | - | 0.06 |
| Gas | - | 1.11 |
| Construction | - | 0.85 |
| Financial Technology (Fintech) | - | 1.4 |
| Ferrous Metals | - | 1.7 |
| Commercial Services & Supplies | - | 1.08 |
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