Mahindra Manulife Mid Cap Fund vs Invesco India Midcap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3990 Cr | ₹7406 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jan 2018 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 116% | 70% |
Expense Ratio | 1.88 | 1.8 |
Manager | Abhinav Khandelwal | Aditya Khemani |
ISIN Code | INF174V01473 | INF205K01BC9 |
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 | Invesco India Mid Cap 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 | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | -3.42% | -0.97% |
6 Month | 5.71% | 15.9% |
1 Year | -5.7% | 11.65% |
3 Year | 24.28% | 28.7% |
5 Year | 28.45% | 29.35% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 5.77% | 13.66% |
1 Year | 4.13% | 24.5% |
3 Year | 22.33% | 31.19% |
5 Year | 23.24% | 27.17% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 15.01% | 14.54% |
3 Year | 24.77% | 18.76% |
5 Year | 24.96% | 19.05% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.91% | 13.27% |
Sharp | 1.34% | 1.51% |
Beta | 0.93% | 0.93% |
Alpha | 0.93% | 3.42% |
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Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Aditya Khemani |
Total AUM | ₹5522 Cr | ₹12070 Cr |
Funds Managed | 5 | 3 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 12 | 6.58 |
Large Cap | 10.24 | 14.91 |
Mid Cap | 66.18 | 60.53 |
Small Cap | 11.58 | 17.98 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 5.01 | 1 |
Energy | 2.84 | - |
Industrials | 16.44 | 12.25 |
Financial Services | 18.21 | 26.6 |
Technology | 8.29 | 8.31 |
Healthcare | 10.32 | 18.98 |
Basic Materials | 9.23 | 5.97 |
Consumer Defensive | 7.38 | - |
Utilities | 3.16 | - |
Communication Services | 3.64 | 1.86 |
Consumer Cyclical | 14.06 | 17.09 |
Real Estate | 1.41 | 7.93 |
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