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 | Very High |
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 | 8.38% | 6.73% |
6 Month | -14.75% | -10.99% |
1 Year | 9.8% | 10.65% |
3 Year | 21.11% | 24.74% |
5 Year | 31.39% | 34.74% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
6 Month | -7.07% | -6.14% |
1 Year | -12.92% | -8.3% |
3 Year | 21.65% | 22.55% |
5 Year | 23.79% | 25.67% |
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 | 16.816% | 15.301% |
Sharp | 0.771% | 1.022% |
Beta | 0.943% | 0.855% |
Alpha | 0.577% | 4.384% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 4.06 | 8.07 |
Mid Cap | 65.42 | 65.07 |
Large Cap | 17.71 | 5.88 |
Small Cap | 12.81 | 20.98 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
---|---|---|
Others | 4.06 | 8.07 |
Financial Services | 20.71 | 24.44 |
Healthcare | 9.97 | 11.93 |
Industrials | 14.71 | 10.38 |
Basic Materials | 10.46 | 6.21 |
Energy | 4.38 | 2.69 |
Technology | 7.71 | 10.11 |
Consumer Defensive | 7.3 | 4.23 |
Communication Services | 3.26 | 3.05 |
Consumer Cyclical | 14.49 | 17.51 |
Real Estate | 1.21 | - |
Utilities | 1.73 | 1.37 |
Top Comparisons
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
Quant Active Fund-Growth
3Y Returns11.88%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.49%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.68%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns6.44%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns6.19%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns13.55%
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option
3Y Returns12.82%