Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 05-01-2018 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.86% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,775.48 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 92% | Exit Load: An Exit Load of 1% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment; Nil if Units are redeemed / switched-out after 3 months from the date of allotment. |
32.7477
-0.14 (-0.426%)
18.59%
Benchmark: 17.77%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the Scheme is to seek 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. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.52 |
| Sharpe Ratio | 1.14 |
| Alpha | 0.11 |
| Beta | 0.95 |
| Yield to Maturity | 6.56 |
| Average Maturity | 2.0 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 2.63 | 28.68 | 28.46 | 30.12 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.43 | 33.13 | 31.45 | 30.47 | 17.93 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 12.12 | 30.05 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 12.12 | 31.8 | 30.87 | 33.56 | 18.44 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 10.77 | 32.18 | 35.19 | 36.55 | 17.99 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 8.1 | 30.51 | 29.33 | 29.59 | 15.6 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 7.3 | 28.21 | 31.8 | 33.12 | 18.05 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 7.23 | 30.79 | 30.16 | 33.36 | 18.29 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 6.97 | 25.21 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 6.84 | 27.94 | 28.84 | 27.66 | 15.6 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.18%
Others
2.65%
Large Cap
13.34%
Mid Cap
70.83%
Scheme Documents
There are no scheme documents available
