Motilal Oswal Midcap Fund vs Mahindra Manulife Mid Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Invest Now

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 Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2868 Cr ₹12583 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 Jan 2018 02 Feb 2014
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 116% 120%
Expense Ratio 1.9 1.69
Manager Abhinav Khandelwal Rakesh Shetty
ISIN Code INF174V01473 INF247L01411
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 Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month 1.73% 3.24%
6 Month 26.25% 34.13%
1 Year 57.47% 69.98%
3 Year 29% 38.51%
5 Year 31.55% 34.26%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 24.11% 25.36%
3 Year 60.51% 68.32%
5 Year 118.4% 137.54%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 16.7% 17.51%
3 Year 25.09% 17.47%
5 Year 22.42% 13.17%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 14.84% 13.31%
Sharp 1.31% 1.86%
Beta 0.96% 0.83%
Alpha 0.6% 11.3%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name Abhinav Khandelwal Rakesh Shetty
Total AUM ₹5522 Cr ₹33886 Cr
Fund Manage 5 19
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Market Cap

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 2.98 10.12
Mid Cap 65.96 65.19
Large Cap 20.17 22.37
Small Cap 10.89 2.31

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 2.98 3.09
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 -
Agricultural Food & other Products 1.38 -
IT - Software 7.52 -
Consumer Durables 2.01 -
Diversified 1.83 -
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 -
Energy - 3.76
Healthcare - 6.12
Capital Goods - 7.41
Technology - 13.79
Communication - 10.65
Construction - 8.26
Consumer Discretionary - 11.42
Chemicals - 3.17
Services - 8.85
Financial - 11.61
Automobile - 11.86

Top Comparisons

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns5.93%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.22%

Compare Now

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns33.91%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns33.79%

Compare Now

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns8.33%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns18.93%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns26.25%

VS

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns17.45%

Compare Now
Request call back
Add to Cart Successfully