Pros | ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Lower probablity of downside risk. ![]() Recovers losses quickly. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | 2/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 7 Years | 12 Years | ||
Fund Size | 3398 Cr | 72610 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹1000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.48% | 0.89% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 71 | 81 | ||
Top 5 Holdings | Max Healthcare Institute Ltd Ordinary Shares (3.23%) State Bank of India (2.4%) Indian Bank (2.23%) Voltas Ltd (2.19%) ICICI Bank Ltd (2.18%) | Max Financial Services Ltd (4.04%) Indian Hotels Co Ltd (3.69%) The Federal Bank Ltd (3.39%) Coforge Ltd (3.36%) Ipca Laboratories Ltd (3.27%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Financial Services (21.57%) Consumer Cyclical (15.38%) Industrial (14.25%) | Financial Services (25.64%) Consumer Cyclical (19.54%) Health (13.56%) | ||
Equity % | 92.53% | 93% | ||
Debt % | - | - | ||
P/E | 21.39 | 21.13 | ||
P/B | 3.13 | 3.1 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.86% | 1.93% | ||
3-Month Return | -1.08% | -1.02% | ||
6-Month Return | -8.29% | -5.89% | ||
1-Year Return | 11.2% | 12.16% | ||
3-Year Return | 22.49% | 24.45% | ||
5-Year Return | 32.79% | 34.38% |
Sharpe | 0.89 | 1.11 | ||
Alpha | 1.71 | 5.02 | ||
Beta | 0.97 | 0.88 | ||
Standard Deviation | 17.1 | 15.54 | ||
Information Ratio | 0.57 | 1.19 |
Description | Mahindra Manulife Mid Cap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Krishna Sanghavi,Manish Lodha | Chirag Setalvad |