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) | ₹3990 Cr | ₹33053 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 | -2.85% | -2.63% |
6 Month | 7.8% | 7.84% |
1 Year | -4.57% | 2.04% |
3 Year | 24.57% | 29.41% |
5 Year | 28.72% | 35.27% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 5.77% | 5.92% |
1 Year | 4.13% | 2.58% |
3 Year | 22.33% | 26.74% |
5 Year | 23.24% | 29.31% |
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 | 15.91% | 17.92% |
Sharp | 1.34% | 1.43% |
Beta | 0.93% | 0.87% |
Alpha | 0.93% | 6.76% |
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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 | 12 | 27.11 |
Large Cap | 10.24 | 14.54 |
Mid Cap | 66.18 | 58.35 |
Small Cap | 11.58 | - |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 5.01 | 16.63 |
Energy | 2.84 | - |
Industrials | 16.44 | 18.11 |
Financial Services | 18.21 | 2.61 |
Technology | 8.29 | 33.7 |
Healthcare | 10.32 | 4.49 |
Basic Materials | 9.23 | 0 |
Consumer Defensive | 7.38 | - |
Utilities | 3.16 | 0 |
Communication Services | 3.64 | 3.99 |
Consumer Cyclical | 14.06 | 17.65 |
Real Estate | 1.41 | 2.83 |
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