Motilal Oswal Midcap Fund vs Mahindra Manulife Mid Cap 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) | ₹3905 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 | 3.32% | 3.08% |
6 Month | 15.95% | 18.34% |
1 Year | -5.63% | -1.75% |
3 Year | 21.5% | 25.57% |
5 Year | 26.55% | 32.72% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 3.24% | 6.82% |
1 Year | 8.2% | 11.17% |
3 Year | 20.4% | 26.59% |
5 Year | 21.65% | 28.66% |
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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