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Compare Mahindra Manulife Mid Cap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.89 | 1.62 |
NAV | ₹32.18 | ₹104.05 |
Fund Started | 08 Jan 2018 | 03 Feb 2014 |
Fund Size | ₹3340.74 Cr | ₹20055.68 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
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.89
1.62
NAV
₹32.18
₹104.05
Fund Started
08 Jan 2018
03 Feb 2014
Fund Size
₹3340.74 Cr
₹20055.68 Cr
Exit Load
Exit load of 1% if redeemed within 3 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 35.95% | 58.40% |
3 Year | 22.23% | 31.77% |
5 Year | 27.26% | 31.55% |
1 Year
35.95%
58.40%
3 Year
22.23%
31.77%
5 Year
27.26%
31.55%
Holding Analysis
Equity | 97.81% | 97.60% |
Cash | 2.19% | 2.40% |
Equity
97.81%
97.60%
Cash
2.19%
2.40%
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 |
|---|---|
Coforge Ltd. | 9.88% |
Kalyan Jewellers India Ltd. | 9.50% |
Polycab India Ltd. | 9.29% |
Persistent Systems Ltd. | 8.04% |
JIO Financial Services Ltd. | 8.04% |
Bajaj Auto Ltd. | 6.71% |
Tube Investments Of India Ltd. | 6.03% |
Mahindra & Mahindra Ltd. | 5.18% |
Voltas Ltd. | 4.11% |
Zomato Ltd. | 3.92% |
Fund Manager
Name | Krishna Sanghavi | Ajay Khandelwal |
Start Date | 26 Oct 2020 | 16 Dec 2021 |
Name
Krishna Sanghavi
Ajay Khandelwal
Start Date
26 Oct 2020
16 Dec 2021
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 08 Jan 2018 | 03 Feb 2014 |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
08 Jan 2018
03 Feb 2014
