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 Very High
Asset Size (Cr) ₹2868 Cr ₹70563 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 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 1.9 1.41
Manager Abhinav Khandelwal Dhruv Muchhal
ISIN Code INF174V01473 INF179K01CR2
Exits Load Exit load of 1% if redeemed within 3 months./365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Month 1.73% 0.31%
6 Month 26.25% 20.71%
1 Year 57.47% 47.47%
3 Year 29% 30.25%
5 Year 31.55% 30.78%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HDFC Mid-Cap Opportunities Fund - Growth Plan
6 Month - -
1 Year 24.11% 20.42%
3 Year 60.51% 61.3%
5 Year 118.4% 122.32%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HDFC Mid-Cap Opportunities Fund - Growth Plan
1 Year 31.25% 31.42%
3 Year 83.74% 87.81%
5 Year 129.49% 131.47%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth HDFC Mid-Cap Opportunities Fund - Growth Plan
Standard Deviation 14.84% 12.9%
Sharp 1.31% 1.61%
Beta 0.96% 0.85%
Alpha 0.6% 4.63%

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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 2.98 6.22
Mid Cap 65.96 65.36
Large Cap 20.17 8.77
Small Cap 10.89 19.65

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

HDFC Mid-Cap Opportunities Fund - Growth Plan

Others 2.98 6.22
Finance 7.22 6.25
Cement & Cement Products 2.04 1.59
Pharmaceuticals & Biotechnology 7.82 7.51
Healthcare Services 2.74 4.47
Banks 9.08 10.64
Electrical Equipment 5.12 -
Agricultural, Commercial & Construction Vehicles 1.05 0.44
Paper, Forest & Jute Products 0.83 -
Petroleum Products 1.92 2.34
Ferrous Metals 4.23 2.22
Telecom - Services 4.59 2.87
Industrial Products 4.37 9.14
Automobiles 2.32 -
Insurance 0.35 3.89
Agricultural Food & other Products 1.38 0.74
IT - Software 7.52 7.3
Consumer Durables 2.01 5.9
Diversified 1.83 -
Realty 1.17 -
Personal Products 2.91 0.72
Industrial Manufacturing 0.52 -
Oil 1.46 -
Chemicals & Petrochemicals 4.63 4.16
Capital Markets 1.83 0.91
Auto Components 8.06 8.7
Gas 1.92 0.53
Fertilizers & Agrochemicals 0.99 0.47
Minerals & Mining 0.92 -
Retailing 3.83 -
Textiles & Apparels 0.89 1.11
Power 1.47 -
Leisure Services - 4.46
Printing & Publication - 0.36
Media - 0.13
Entertainment - 0.41
Aerospace & Defense - 1.17
Construction - 2.77
Financial Technology (Fintech) - 1.41
Cigarettes & Tobacco Products - 0.09
Commercial Services & Supplies - 1.08

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