Motilal Oswal Midcap Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
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) | ₹3326 Cr | ₹24488 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 30 Jan 2018 | 24 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 | 1.88 | 1.58 |
Manager | Abhinav Khandelwal | Rakesh Shetty |
ISIN Code | INF174V01473 | INF247L01411 |
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 | Motilal Oswal Midcap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Month | 8.38% | 4.46% |
6 Month | -14.75% | -13.88% |
1 Year | 9.8% | 16.94% |
3 Year | 21.11% | 28.27% |
5 Year | 31.39% | 36.62% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | -7.07% | -11.8% |
1 Year | -12.92% | -10.59% |
3 Year | 21.65% | 26.64% |
5 Year | 23.79% | 30.41% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 18.34% | 18.45% |
3 Year | 24.82% | 18.47% |
5 Year | 23.92% | 13.83% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 16.816% | 18.728% |
Sharp | 0.771% | 1.047% |
Beta | 0.943% | 0.892% |
Alpha | 0.577% | 7.885% |
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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 |
Funds Managed | 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 | 4.06 | 23.08 |
Mid Cap | 65.42 | 69.66 |
Large Cap | 17.71 | 7.25 |
Small Cap | 12.81 | - |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 4.06 | 23.08 |
Financial Services | 20.71 | 0.09 |
Healthcare | 9.97 | 5 |
Industrials | 14.71 | 11.09 |
Basic Materials | 10.46 | 2.32 |
Energy | 4.38 | - |
Technology | 7.71 | 34.02 |
Consumer Defensive | 7.3 | - |
Communication Services | 3.26 | 3.44 |
Consumer Cyclical | 14.49 | 16.09 |
Real Estate | 1.21 | 2.8 |
Utilities | 1.73 | 2.06 |
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