Mahindra Manulife Mid Cap Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1290 Cr | ₹4260 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 30 Jan 2018 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | % | 116% |
| Expense Ratio | 2.06 | 1.88 |
| Manager | Rohan Korde | Abhinav Khandelwal |
| ISIN Code | INF00XX01895 | INF174V01473 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.37% | -2.11% |
| 6 Month | 2.88% | 1.46% |
| 1 Year | -1.34% | -3.67% |
| 3 Year | 22.35% | 22.67% |
| 5 Year | - | 24.26% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.28% | 0.61% |
| 1 Year | 15.63% | 11.06% |
| 3 Year | 18.37% | 16.96% |
| 5 Year | - | 19.26% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.69% | 11.46% |
| 3 Year | 23.19% | 24.06% |
| 5 Year | - | 25.8% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.34% | 15.37% |
| Sharp | 0.96% | 1.04% |
| Beta | 1.00% | 0.96% |
| Alpha | -0.38% | 0.62% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Abhinav Khandelwal |
| Total AUM | ₹4626 Cr | ₹5522 Cr |
| Funds Managed | 10 | 5 |
| ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.23 | 16.39 |
| Mid Cap | 62.64 | 66.38 |
| Large Cap | 9.39 | 7.7 |
| Small Cap | 14.75 | 9.54 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 6.28 |
| Financial Services | 24.97 | 21.61 |
| Consumer Cyclical | 10.09 | 12.17 |
| Technology | 12.62 | 6.17 |
| Industrials | 21.15 | 19.13 |
| Healthcare | 10.87 | 12.94 |
| Basic Materials | 10.96 | 7.83 |
| Energy | 0.8 | 1.29 |
| Utilities | 1.13 | 2.92 |
| Consumer Defensive | 2.83 | 4.82 |
| Real Estate | 0 | 1.78 |
| Communication Services | 1.62 | 3.06 |
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