Motilal Oswal Midcap Fund vs Mahindra Manulife Mid Cap Fund compare

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

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-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 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 31.25% 33.77%
3 Year 83.74% 102.56%
5 Year 129.49% 158.43%

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%

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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

Mid Cap 65.96 65.19
Large Cap 20.17 22.37
Others 2.98 10.12
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

IT - Software 7.52 -
Telecom - Services 4.59 -
Banks 9.08 -
Healthcare Services 2.74 -
Automobiles 2.32 -
Chemicals & Petrochemicals 4.63 -
Industrial Products 4.37 -
Retailing 3.83 -
Others 2.98 3.09
Auto Components 8.06 -
Pharmaceuticals & Biotechnology 7.82 -
Personal Products 2.91 -
Gas 1.92 -
Petroleum Products 1.92 -
Electrical Equipment 5.12 -
Finance 7.22 -
Ferrous Metals 4.23 -
Capital Markets 1.83 -
Diversified 1.83 -
Power 1.47 -
Cement & Cement Products 2.04 -
Oil 1.46 -
Agricultural Food & other Products 1.38 -
Realty 1.17 -
Agricultural, Commercial & Construction Vehicles 1.05 -
Consumer Durables 2.01 -
Fertilizers & Agrochemicals 0.99 -
Minerals & Mining 0.92 -
Textiles & Apparels 0.89 -
Paper, Forest & Jute Products 0.83 -
Industrial Manufacturing 0.52 -
Insurance 0.35 -
Financial - 11.61
Communication - 10.65
Services - 8.85
Automobile - 11.86
Consumer Discretionary - 11.42
Technology - 13.79
Construction - 8.26
Capital Goods - 7.41
Healthcare - 6.12
Chemicals - 3.17
Energy - 3.76

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