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) | ₹3994 Cr | ₹34749 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 | 3.2% | 4.06% |
| 6 Month | 8.74% | 9.95% |
| 1 Year | 1.37% | 1.03% |
| 3 Year | 23.59% | 25.69% |
| 5 Year | 27.61% | 32.77% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.12% | -2% |
| 1 Year | 5.61% | 0.23% |
| 3 Year | 16.86% | 20.41% |
| 5 Year | 19.47% | 24.75% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 13.81% | 17.24% |
| 3 Year | 24.35% | 20.42% |
| 5 Year | 25.31% | 14.63% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.36% | 17.71% |
| Sharp | 1.04% | 1.02% |
| Beta | 0.96% | 0.91% |
| Alpha | 0.63% | 3.53% |
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 | 13.17 | 18.03 |
| Mid Cap | 67.48 | 59.27 |
| Large Cap | 9.78 | 22.7 |
| Small Cap | 9.57 | - |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 3.95 | 8.99 |
| Industrials | 19.55 | 16.82 |
| Financial Services | 18.36 | 3.15 |
| Technology | 7.06 | 39.79 |
| Healthcare | 15.04 | 1.69 |
| Energy | 1.29 | - |
| Basic Materials | 7.91 | - |
| Consumer Defensive | 4.93 | - |
| Utilities | 3 | - |
| Communication Services | 3.04 | 3.22 |
| Consumer Cyclical | 14.26 | 23.94 |
| Real Estate | 1.61 | 2.39 |
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