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: 1.85% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,994.38 Cr As on 30-09-2025(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. |
33.5728
0.16 (0.4635%)
18.0%
Benchmark: 17.54%
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 | 15.34 |
| Sharpe Ratio | 1.04 |
| Alpha | 0.59 |
| Beta | 0.96 |
| 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 | 2.73 | 22.97 | 23.74 | 27.48 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.95 | 33.2 | 27.95 | 28.35 | 18.37 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.53 | 27.57 | 25.17 | - | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 10.91 | 28.45 | 22.4 | 26.95 | 15.97 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 10.04 | 22.33 | 20.68 | 26.19 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 9.68 | 25.19 | 26.22 | 29.69 | 18.06 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 9.27 | 23.69 | - | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 7.9 | 24.74 | 22.55 | 27.23 | 18.08 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 7.47 | 27.04 | 24.26 | 26.9 | 15.36 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 7.34 | 29.15 | 24.99 | 29.19 | 18.12 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
14.43%
Large Cap
15.5%
Mid Cap
70.07%
Scheme Documents
There are no scheme documents available
