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Mahindra Manulife Mid Cap Fund vs Invesco India Midcap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3326 Cr | ₹5645 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jan 2018 | 19 Apr 2007 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 116% | 70% |
| Expense Ratio | 1.88 | 1.8 |
| Manager | Abhinav Khandelwal | Aditya Khemani |
| ISIN Code | INF174V01473 | INF205K01BC9 |
| 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 | Invesco India 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 | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | 5.55% | 7.9% |
| 6 Month | -11.86% | -8.55% |
| 1 Year | 7.4% | 18.4% |
| 3 Year | 19.58% | 21.1% |
| 5 Year | 29.59% | 29.16% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -3.05% | -2.43% |
| 1 Year | -10.93% | -3.03% |
| 3 Year | 21.4% | 24.23% |
| 5 Year | 23.39% | 23.75% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 18.34% | 14.1% |
| 3 Year | 24.82% | 18.13% |
| 5 Year | 23.92% | 18.76% |
Risk Management
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 16.816% | 13.27% |
| Sharp | 0.771% | 0.8% |
| Beta | 0.943% | 0.93% |
| Alpha | 0.577% | 1.49% |
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Fund Managers
| Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Name | Abhinav Khandelwal | Aditya Khemani |
| Total AUM | ₹5522 Cr | ₹12070 Cr |
| Funds Managed | 5 | 3 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 4.06 | 2.1 |
| Mid Cap | 65.42 | 64.75 |
| Large Cap | 17.71 | 13.09 |
| Small Cap | 12.81 | 20.07 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 4.06 | 0.35 |
| Financial Services | 20.71 | 23.61 |
| Healthcare | 9.97 | 18.02 |
| Industrials | 14.71 | 9.48 |
| Basic Materials | 10.46 | 9.73 |
| Energy | 4.38 | - |
| Technology | 7.71 | 10.12 |
| Consumer Defensive | 7.3 | - |
| Communication Services | 3.26 | 1.75 |
| Consumer Cyclical | 14.49 | 19.8 |
| Real Estate | 1.21 | 7.12 |
| Utilities | 1.73 | - |
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