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) | ₹3776 Cr | ₹30401 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 | 3.86% | 3.83% |
6 Month | 0.29% | -8.44% |
1 Year | 1.04% | 6.83% |
3 Year | 29.4% | 34.79% |
5 Year | 29.93% | 36.51% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 11.33% | 10.63% |
1 Year | 9.48% | 7.95% |
3 Year | 25.54% | 30.14% |
5 Year | 25.14% | 31.36% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 16.52% | 18.18% |
3 Year | 24.3% | 19.42% |
5 Year | 24.41% | 14.18% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 16.48% | 18.20% |
Sharp | 1.10% | 1.26% |
Beta | 0.93% | 0.86% |
Alpha | 0.89% | 7.09% |
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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 | 8.22 | 25.19 |
Large Cap | 12.37 | 9.05 |
Mid Cap | 67.3 | 65.75 |
Small Cap | 12.11 | - |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 2.66 | 25.19 |
Energy | 6.54 | - |
Industrials | 15.76 | 15.27 |
Financial Services | 18.75 | 0.09 |
Healthcare | 10.62 | 4.44 |
Technology | 5.55 | 29.87 |
Basic Materials | 9.46 | 2 |
Consumer Defensive | 8.28 | - |
Utilities | 3.15 | 0.24 |
Communication Services | 3.57 | 4.06 |
Consumer Cyclical | 15.66 | 16.01 |
Real Estate | - | 2.81 |
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