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Compare Mahindra Manulife Mid Cap Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.89 | 1.39 |
NAV | ₹32.33 | ₹182.05 |
Fund Started | 08 Jan 2018 | 07 May 2007 |
Fund Size | ₹3340.74 Cr | ₹75037.43 Cr |
Exit Load | Exit load of 1% if redeemed within 3 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.89
1.39
NAV
₹32.33
₹182.05
Fund Started
08 Jan 2018
07 May 2007
Fund Size
₹3340.74 Cr
₹75037.43 Cr
Exit Load
Exit load of 1% if redeemed within 3 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 36.74% | 32.31% |
3 Year | 22.48% | 25.23% |
5 Year | 27.21% | 27.96% |
1 Year
36.74%
32.31%
3 Year
22.48%
25.23%
5 Year
27.21%
27.96%
Holding Analysis
Equity | 97.81% | 92.10% |
Cash | 2.19% | 7.90% |
Equity
97.81%
92.10%
Cash
2.19%
7.90%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Persistent Systems Ltd. | 3.57% |
State Bank of India | 3.14% |
Max Healthcare Institute Ltd. | 3.05% |
LTIMindtree Ltd. | 2.56% |
Indian Bank | 2.48% |
Aurobindo Pharma Ltd. | 2.30% |
Godrej Industries Ltd. | 2.30% |
Nippon Life India Asset Management Ltd. | 2.17% |
CG Power and Industrial Solutions Ltd. | 2.10% |
Piramal Enterprises Ltd. | 2.07% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.14% |
The Indian Hotels Company Ltd. | 3.84% |
The Federal Bank Ltd. | 3.42% |
Ipca Laboratories Ltd. | 3.35% |
Coforge Ltd. | 3.15% |
Balkrishna Industries Ltd. | 2.97% |
Indian Bank | 2.87% |
Apollo Tyres Ltd. | 2.82% |
Hindustan Petroleum Corporation Ltd. | 2.65% |
Persistent Systems Ltd. | 2.57% |
Fund Manager
Name | Krishna Sanghavi | Chirag Setalvad |
Start Date | 26 Oct 2020 | 28 Jun 2014 |
Name
Krishna Sanghavi
Chirag Setalvad
Start Date
26 Oct 2020
28 Jun 2014
About Fund
Description | The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 08 Jan 2018 | 07 May 2007 |
Description
The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
08 Jan 2018
07 May 2007
