UTI Mid Cap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
UTI Mid Cap Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3326 Cr | ₹11125 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jan 2018 | 01 Aug 2005 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 116% | 17% |
Expense Ratio | 1.88 | 1.76 |
Manager | Abhinav Khandelwal | Ankit Agarwal |
ISIN Code | INF174V01473 | INF789F01810 |
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 | UTI Mid Cap 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 | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Month | 2.25% | 2.82% |
6 Month | -6.72% | -8.9% |
1 Year | 4.41% | 4.2% |
3 Year | 21.6% | 14.79% |
5 Year | 29.3% | 26.26% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
6 Month | -0.96% | -2.09% |
1 Year | -9.16% | -12% |
3 Year | 22.04% | 13.8% |
5 Year | 23.55% | 17.11% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
1 Year | 18.34% | 13.03% |
3 Year | 24.82% | 14.51% |
5 Year | 23.92% | 16.13% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Standard Deviation | 16.816% | 13.04% |
Sharp | 0.771% | 0.44% |
Beta | 0.943% | 0.94% |
Alpha | 0.577% | -5% |
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Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Ankit Agarwal |
Total AUM | ₹5522 Cr | ₹13947 Cr |
Funds Managed | 5 | 3 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | UTI Mid Cap Fund-Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 4.06 | 5.95 |
Mid Cap | 65.42 | 66.08 |
Large Cap | 17.71 | 7.96 |
Small Cap | 12.81 | 20.01 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
UTI Mid Cap Fund-Growth Option |
---|---|---|
Others | 4.06 | 3.78 |
Financial Services | 20.71 | 18.85 |
Healthcare | 9.97 | 11.89 |
Industrials | 14.71 | 13.46 |
Basic Materials | 10.46 | 12.33 |
Energy | 4.38 | - |
Technology | 7.71 | 10.93 |
Consumer Defensive | 7.3 | 1.73 |
Communication Services | 3.26 | 2.63 |
Consumer Cyclical | 14.49 | 19.96 |
Real Estate | 1.21 | 3.4 |
Utilities | 1.73 | 1.02 |
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