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Mahindra Manulife Mid Cap Fund vs Motilal Oswal Midcap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3921 Cr | ₹34780 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Jan 2018 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 116% | 120% |
| Expense Ratio | 1.88 | 1.58 |
| Manager | Abhinav Khandelwal | Rakesh Shetty |
| ISIN Code | INF174V01473 | INF247L01411 |
| 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 | Motilal Oswal Midcap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 3.43% | 4.4% |
| 6 Month | 15.02% | 17.99% |
| 1 Year | -5.44% | -1.08% |
| 3 Year | 21.46% | 26.04% |
| 5 Year | 27.35% | 33.89% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.83% | 7.23% |
| 1 Year | 2.72% | 7.71% |
| 3 Year | 18.91% | 26.04% |
| 5 Year | 20.9% | 28.45% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 15.01% | 17.59% |
| 3 Year | 24.77% | 19.99% |
| 5 Year | 24.96% | 14.42% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.48% | 17.40% |
| Sharp | 0.91% | 1.11% |
| Beta | 0.94% | 0.86% |
| Alpha | 0.27% | 6.74% |
Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Rakesh Shetty |
| Total AUM | ₹5522 Cr | ₹33886 Cr |
| Funds Managed | 5 | 19 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 11.47 | 12.4 |
| Mid Cap | 66.98 | 63.22 |
| Large Cap | 10.06 | 24.39 |
| Small Cap | 11.5 | - |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 3.99 | 2.61 |
| Industrials | 17.58 | 20.24 |
| Financial Services | 20.08 | 3.2 |
| Technology | 7.66 | 37.96 |
| Healthcare | 12.31 | 3.21 |
| Energy | 2.84 | - |
| Basic Materials | 7.21 | - |
| Consumer Defensive | 5.31 | - |
| Utilities | 3.07 | - |
| Communication Services | 3.38 | 3.34 |
| Consumer Cyclical | 14.83 | 26.86 |
| Real Estate | 1.75 | 2.58 |
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