HDFC Mid vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
HDFC Mid-Cap Opportunities Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3326 Cr | ₹73510 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jan 2018 | 25 Jun 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 116% | 14.6% |
Expense Ratio | 1.88 | 1.39 |
Manager | Abhinav Khandelwal | Dhruv Muchhal |
ISIN Code | INF174V01473 | INF179K01CR2 |
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 | HDFC Mid-Cap Opportunities 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 | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Month | -6.97% | -5.5% |
6 Month | -14.7% | -9.84% |
1 Year | 6.04% | 7.72% |
3 Year | 20.78% | 24.16% |
5 Year | 22.58% | 24.05% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
6 Month | - | - |
1 Year | -12.43% | -6.86% |
3 Year | 20.64% | 22.58% |
5 Year | 23.88% | 26.19% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
1 Year | 18.34% | 15.63% |
3 Year | 24.82% | 19.73% |
5 Year | 23.92% | 19.19% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Standard Deviation | 16.27% | 14.589% |
Sharp | 0.86% | 1.162% |
Beta | 0.965% | 0.863% |
Alpha | -0.569% | 3.909% |
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Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Name | Abhinav Khandelwal | Dhruv Muchhal |
Total AUM | ₹5522 Cr | ₹520687 Cr |
Fund Manage | 5 | 40 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 2.19 | 7.9 |
Mid Cap | 66.57 | 66.6 |
Large Cap | 19.15 | 7.86 |
Small Cap | 12.09 | 17.64 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 2.19 | 7.9 |
Finance | 8.53 | 5.59 |
Pharmaceuticals & Biotechnology | 6.69 | 8.75 |
Healthcare Services | 3.05 | 4.01 |
Banks | 11.5 | 10.88 |
Electrical Equipment | 6.43 | - |
Agricultural, Commercial & Construction Vehicles | 1.04 | 0.37 |
Paper, Forest & Jute Products | 0.93 | - |
Petroleum Products | 1.77 | 2.65 |
Ferrous Metals | 3.42 | 1.84 |
Telecom - Services | 3.3 | 2.67 |
Automobiles | 2 | - |
Agricultural Food & other Products | 1.37 | 1.34 |
IT - Software | 7.94 | 8.55 |
Consumer Durables | 2.13 | 4.63 |
Diversified | 2.3 | - |
Realty | 1.49 | - |
Personal Products | 2.44 | 1.15 |
Industrial Manufacturing | 0.52 | - |
Oil | 0.85 | - |
Chemicals & Petrochemicals | 2.88 | 3.25 |
Industrial Products | 3.86 | 6.82 |
Capital Markets | 2.17 | 0.94 |
Cement & Cement Products | 3.04 | 1.39 |
Auto Components | 8.24 | 8.37 |
Gas | 1.94 | 0.71 |
Fertilizers & Agrochemicals | 0.89 | 0.44 |
Minerals & Mining | 0.8 | - |
Retailing | 3.39 | - |
Textiles & Apparels | 1.42 | 1.04 |
Power | 1.48 | - |
Leisure Services | - | 4.11 |
Printing & Publication | - | 0.3 |
Transport Services | - | 1.02 |
Insurance | - | 5.12 |
Media | - | 0.12 |
Aerospace & Defense | - | 0.53 |
Construction | - | 2.51 |
Financial Technology (Fintech) | - | 1.61 |
Cigarettes & Tobacco Products | - | 0.07 |
Beverages | - | 0.4 |
Commercial Services & Supplies | - | 0.92 |
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