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) | ₹1309 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 | 2.6% | 0.36% |
| 6 Month | 5.79% | 3.52% |
| 1 Year | 4.23% | 1.28% |
| 3 Year | 25.73% | 25.88% |
| 5 Year | - | 24.09% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.87% | -0.14% |
| 1 Year | 13.45% | 8.12% |
| 3 Year | 18.39% | 16.7% |
| 5 Year | - | 19.46% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.69% | 11.36% |
| 3 Year | 23.19% | 24% |
| 5 Year | - | 25.67% |
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 | 12.43 | 15.04 |
| Mid Cap | 62 | 67 |
| Large Cap | 9.57 | 6.79 |
| Small Cap | 15.99 | 11.16 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.03 | 2.56 |
| Financial Services | 25.98 | 25.82 |
| Consumer Cyclical | 11.26 | 11.94 |
| Technology | 13.12 | 6.6 |
| Industrials | 19.75 | 19.51 |
| Healthcare | 11.7 | 12.65 |
| Basic Materials | 10.73 | 7.65 |
| Energy | 0.73 | 1.21 |
| Consumer Defensive | 1.97 | 4.65 |
| Communication Services | 1.63 | 3.05 |
| Utilities | 1.11 | 2.73 |
| Real Estate | - | 1.62 |
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