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) | ₹4260 Cr | ₹38003 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 | -2.62% | -3.56% |
| 6 Month | 1.4% | -1.43% |
| 1 Year | -3.09% | -13.04% |
| 3 Year | 22.84% | 24.05% |
| 5 Year | 23.58% | 28.03% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.61% | -2.56% |
| 1 Year | 11.06% | 4.13% |
| 3 Year | 16.96% | 18.77% |
| 5 Year | 19.26% | 23.5% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.36% | 16.65% |
| 3 Year | 24% | 20.83% |
| 5 Year | 25.67% | 14.84% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.37% | 17.71% |
| Sharp | 1.04% | 1.03% |
| Beta | 0.96% | 0.91% |
| Alpha | 0.62% | 3.59% |
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 | 15.04 | 17.44 |
| Mid Cap | 67 | 61.87 |
| Small Cap | 11.16 | - |
| Large Cap | 6.79 | 20.69 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.56 | 7.52 |
| Industrials | 19.51 | 11.9 |
| Financial Services | 25.82 | 11.71 |
| Healthcare | 12.65 | 1.61 |
| Technology | 6.6 | 37.64 |
| Basic Materials | 7.65 | - |
| Consumer Defensive | 4.65 | - |
| Utilities | 2.73 | - |
| Communication Services | 3.05 | 8.74 |
| Consumer Cyclical | 11.94 | 18.46 |
| Energy | 1.21 | - |
| Real Estate | 1.62 | 2.43 |
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