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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 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.87 | 1.42 |
NAV | ₹30.67 | ₹175.96 |
Fund Started | 08 Jan 2018 | 07 May 2007 |
Fund Size | ₹3552.52 Cr | ₹74909.76 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
₹100
Expense Ratio
1.87
1.42
NAV
₹30.67
₹175.96
Fund Started
08 Jan 2018
07 May 2007
Fund Size
₹3552.52 Cr
₹74909.76 Cr
Exit Load
Exit load of 1% if redeemed within 3 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 6.79% | 10.33% |
3 Year | 23.67% | 26.66% |
5 Year | 30.10% | 33.32% |
1 Year
6.79%
10.33%
3 Year
23.67%
26.66%
5 Year
30.10%
33.32%
Holding Analysis
Equity | 92.56% | 93.02% |
Cash | 7.44% | 6.98% |
Equity
92.56%
93.02%
Cash
7.44%
6.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 3.23% |
State Bank of India | 2.40% |
Indian Bank | 2.23% |
Voltas Ltd. | 2.19% |
ICICI Bank Ltd. | 2.18% |
Blue Star Ltd. | 2.17% |
The Federal Bank Ltd. | 2.13% |
HDFC Bank Ltd. | 2.04% |
Coforge Ltd. | 1.97% |
Jindal Steel & Power Ltd. | 1.97% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.04% |
The Indian Hotels Company Ltd. | 3.69% |
The Federal Bank Ltd. | 3.39% |
Coforge Ltd. | 3.36% |
Ipca Laboratories Ltd. | 3.27% |
Balkrishna Industries Ltd. | 3.22% |
Hindustan Petroleum Corporation Ltd. | 2.76% |
Indian Bank | 2.75% |
Persistent Systems Ltd. | 2.73% |
Apollo Tyres Ltd. | 2.46% |
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