PGIM India Midcap Opportunities Fund vs Mahindra Manulife Mid Cap Fund compare
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3326 Cr | ₹10460 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jan 2018 | 02 Dec 2013 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 116% | 82% |
Expense Ratio | 1.88 | 1.7 |
Manager | Abhinav Khandelwal | Puneet Pal |
ISIN Code | INF174V01473 | INF663L01DZ4 |
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 | PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.55% | 6.91% |
6 Month | -11.86% | -8.69% |
1 Year | 7.4% | 8.59% |
3 Year | 19.58% | 11.25% |
5 Year | 29.59% | 29.57% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -3.05% | -1.28% |
1 Year | -10.93% | -6.01% |
3 Year | 21.4% | 12.18% |
5 Year | 23.39% | 17.26% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.34% | 13.25% |
3 Year | 24.82% | 15.7% |
5 Year | 23.92% | 17.72% |
Risk Management
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.816% | 14.939% |
Sharp | 0.771% | 0.286% |
Beta | 0.943% | 0.785% |
Alpha | 0.577% | -6.035% |
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Fund Managers
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhinav Khandelwal | Puneet Pal |
Total AUM | ₹5522 Cr | ₹20950 Cr |
Funds Managed | 5 | 19 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.06 | 4.78 |
Mid Cap | 65.42 | 66.5 |
Large Cap | 17.71 | 19.8 |
Small Cap | 12.81 | 8.93 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.06 | 3.74 |
Financial Services | 20.71 | 17.01 |
Healthcare | 9.97 | 13.94 |
Industrials | 14.71 | 19.05 |
Basic Materials | 10.46 | 9.01 |
Energy | 4.38 | - |
Technology | 7.71 | 10.7 |
Consumer Defensive | 7.3 | 3.24 |
Communication Services | 3.26 | 2.94 |
Consumer Cyclical | 14.49 | 17.88 |
Real Estate | 1.21 | 1.72 |
Utilities | 1.73 | 0.77 |
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