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 Risk | Very High Risk |
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 | -6.97% | -6.28% |
6 Month | -14.7% | -7.65% |
1 Year | 6.04% | 15.23% |
3 Year | 20.78% | 21.08% |
5 Year | 22.58% | 21.68% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -15.71% | -5.56% |
3 Year | 19.07% | 21.74% |
5 Year | 22.69% | 22.94% |
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 | 16.27% | 13.27% |
Sharp | 0.86% | 0.84% |
Beta | 0.965% | 0.94% |
Alpha | -0.569% | 0.48% |
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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 |
Fund Manage | 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 | 2.19 | 1.17 |
Mid Cap | 66.57 | 66 |
Large Cap | 19.15 | 13.97 |
Small Cap | 12.09 | 18.86 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 2.19 | 1.17 |
Finance | 8.53 | 5.98 |
Pharmaceuticals & Biotechnology | 6.69 | 6.61 |
Healthcare Services | 3.05 | 6.77 |
Banks | 11.5 | 4.53 |
Electrical Equipment | 6.43 | 2.4 |
Agricultural, Commercial & Construction Vehicles | 1.04 | - |
Paper, Forest & Jute Products | 0.93 | - |
Petroleum Products | 1.77 | - |
Ferrous Metals | 3.42 | 1.34 |
Telecom - Services | 3.3 | 1.38 |
Automobiles | 2 | - |
Agricultural Food & other Products | 1.37 | - |
IT - Software | 7.94 | 6.45 |
Consumer Durables | 2.13 | 8.24 |
Diversified | 2.3 | - |
Realty | 1.49 | 7.78 |
Personal Products | 2.44 | - |
Industrial Manufacturing | 0.52 | 1.54 |
Oil | 0.85 | - |
Chemicals & Petrochemicals | 2.88 | - |
Industrial Products | 3.86 | 9.16 |
Capital Markets | 2.17 | 3.61 |
Cement & Cement Products | 3.04 | 2.89 |
Auto Components | 8.24 | 7.58 |
Gas | 1.94 | - |
Fertilizers & Agrochemicals | 0.89 | - |
Minerals & Mining | 0.8 | - |
Retailing | 3.39 | 9.78 |
Textiles & Apparels | 1.42 | - |
Power | 1.48 | - |
Insurance | - | 4.71 |
Leisure Services | - | 5.6 |
Transport Services | - | 2.48 |
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