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 Risk | Very High Risk |
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 | -6.97% | -4.51% |
6 Month | -14.7% | -11.13% |
1 Year | 6.04% | 5.25% |
3 Year | 20.78% | 10.79% |
5 Year | 22.58% | 22.56% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -15.71% | -11.52% |
3 Year | 19.07% | 9.26% |
5 Year | 22.69% | 17.4% |
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 | 16.27% | 14.598% |
Sharp | 0.86% | 0.339% |
Beta | 0.965% | 0.807% |
Alpha | -0.569% | -7.2% |
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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 |
Fund Manage | 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 | 2.19 | 3.15 |
Mid Cap | 66.57 | 67.56 |
Large Cap | 19.15 | 18.67 |
Small Cap | 12.09 | 10.62 |
Sector Allocation
Scheme Name |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.19 | 3.15 |
Finance | 8.53 | 7.47 |
Pharmaceuticals & Biotechnology | 6.69 | 3.66 |
Healthcare Services | 3.05 | 7.23 |
Banks | 11.5 | 1.09 |
Electrical Equipment | 6.43 | 2.7 |
Agricultural, Commercial & Construction Vehicles | 1.04 | 1 |
Paper, Forest & Jute Products | 0.93 | - |
Petroleum Products | 1.77 | - |
Ferrous Metals | 3.42 | - |
Telecom - Services | 3.3 | 0.96 |
Automobiles | 2 | 2.07 |
Agricultural Food & other Products | 1.37 | - |
IT - Software | 7.94 | 6.62 |
Consumer Durables | 2.13 | 8.51 |
Diversified | 2.3 | - |
Realty | 1.49 | 3.3 |
Personal Products | 2.44 | 0.4 |
Industrial Manufacturing | 0.52 | - |
Oil | 0.85 | - |
Chemicals & Petrochemicals | 2.88 | 4.44 |
Industrial Products | 3.86 | 5.99 |
Capital Markets | 2.17 | 4.88 |
Cement & Cement Products | 3.04 | 1.98 |
Auto Components | 8.24 | 8.89 |
Gas | 1.94 | 1.02 |
Fertilizers & Agrochemicals | 0.89 | 3.03 |
Minerals & Mining | 0.8 | - |
Retailing | 3.39 | 5.65 |
Textiles & Apparels | 1.42 | 0.99 |
Power | 1.48 | 0.58 |
IT - Services | - | 1.11 |
Diversified FMCG | - | 0.93 |
Leisure Services | - | 1.83 |
Transport Services | - | 3.24 |
Insurance | - | 4.22 |
Beverages | - | 2.63 |
Transport Infrastructure | - | 0.43 |
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