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HDFC Mid vs Mahindra Manulife Mid Cap Fund compare

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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