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) | ₹3326 Cr | ₹5645 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 | 4.25% | 4.9% |
6 Month | 0.23% | 2.96% |
1 Year | 5.22% | 19.54% |
3 Year | 25.82% | 28.02% |
5 Year | 31.75% | 31.58% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 5.67% | 7.37% |
1 Year | 1.57% | 10.97% |
3 Year | 24.71% | 28.52% |
5 Year | 24.83% | 25.78% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 18.34% | 14.1% |
3 Year | 24.82% | 18.13% |
5 Year | 23.92% | 18.76% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 16.816% | 13.27% |
Sharp | 0.771% | 0.96% |
Beta | 0.943% | 0.92% |
Alpha | 0.577% | 1.87% |
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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 | 4.06 | 0.18 |
Mid Cap | 65.42 | 65.04 |
Large Cap | 17.71 | 13.12 |
Small Cap | 12.81 | 21.66 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 4.06 | 0.18 |
Financial Services | 20.71 | - |
Healthcare | 9.97 | - |
Industrials | 14.71 | - |
Basic Materials | 10.46 | - |
Energy | 4.38 | - |
Technology | 7.71 | - |
Consumer Defensive | 7.3 | - |
Communication Services | 3.26 | - |
Consumer Cyclical | 14.49 | - |
Real Estate | 1.21 | - |
Utilities | 1.73 | - |
Industrial Products | - | 5.84 |
Retailing | - | 6.83 |
Auto Components | - | 3.78 |
Healthcare Services | - | 11.3 |
Realty | - | 6.9 |
Insurance | - | 6.11 |
Consumer Durables | - | 5.6 |
Leisure Services | - | 4.91 |
Pharmaceuticals & Biotechnology | - | 7.09 |
Electrical Equipment | - | 2.87 |
Capital Markets | - | 7.14 |
Finance | - | 7.51 |
Banks | - | 4.17 |
Ferrous Metals | - | 3.08 |
IT - Software | - | 5.77 |
Chemicals & Petrochemicals | - | 1.09 |
Telecom - Services | - | 1.79 |
Transport Services | - | 3.05 |
Cement & Cement Products | - | 3.68 |
Industrial Manufacturing | - | 1.31 |
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