Mahindra Manulife Mid Cap Fund vs Invesco India Midcap Fund compare

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

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tortoise-icon Invesco India Midcap Fund - Growth Option

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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 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) ₹2868 Cr ₹5216 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 1.9 1.85
Manager Abhinav Khandelwal Aditya Khemani
ISIN Code INF174V01473 INF205K01BC9
Exits Load Exit load of 1% if redeemed within 3 months./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option
1 Month 1.73% 9.02%
6 Month 26.25% 39.76%
1 Year 57.47% 57.43%
3 Year 29% 26.05%
5 Year 31.55% 30.01%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option
6 Month - -
1 Year 24.11% 23.2%
3 Year 60.51% 53.33%
5 Year 118.4% 103.01%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option
1 Year 31.25% 28.73%
3 Year 83.74% 75.07%
5 Year 129.49% 115.7%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Invesco India Midcap Fund - Growth Option
Standard Deviation 14.84% 13.27%
Sharp 1.31% 1.28%
Beta 0.96% 0.92%
Alpha 0.6% 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
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 2.98 4.81
Mid Cap 65.96 63.72
Large Cap 20.17 15.58
Small Cap 10.89 15.89

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Invesco India Midcap Fund - Growth Option

Others 2.98 0.91
Finance 7.22 -
Cement & Cement Products 2.04 -
Pharmaceuticals & Biotechnology 7.82 -
Healthcare Services 2.74 -
Banks 9.08 -
Electrical Equipment 5.12 -
Agricultural, Commercial & Construction Vehicles 1.05 -
Paper, Forest & Jute Products 0.83 -
Petroleum Products 1.92 -
Ferrous Metals 4.23 -
Telecom - Services 4.59 -
Industrial Products 4.37 -
Automobiles 2.32 -
Insurance 0.35 1.7
Agricultural Food & other Products 1.38 -
IT - Software 7.52 -
Consumer Durables 2.01 -
Diversified 1.83 2.29
Realty 1.17 -
Personal Products 2.91 -
Industrial Manufacturing 0.52 -
Oil 1.46 -
Chemicals & Petrochemicals 4.63 -
Capital Markets 1.83 -
Auto Components 8.06 -
Gas 1.92 -
Fertilizers & Agrochemicals 0.99 -
Minerals & Mining 0.92 -
Retailing 3.83 -
Textiles & Apparels 0.89 -
Power 1.47 -
Materials - 5.34
Automobile - 9.1
Healthcare - 12.04
Services - 14.95
Consumer Staples - 1.89
Financial - 15.38
Capital Goods - 13.15
Construction - 7.57
Metals & Mining - 2.83
Technology - 3.97
Consumer Discretionary - 3.88
Communication - 2.52
Energy - 1.47
Textiles - 1.01

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