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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 3,904.18 Cr As on 29-08-2025(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.

32.7725

17.8%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 15.51
Sharpe Ratio 0.97
Alpha 0.33
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 -5.41 19.18 23.84 26.61 -
Invesco India Midcap Fund - Growth Option 19-04-2007 6.02 28.33 27.42 27.0 18.08
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 3.73 23.1 25.07 - -
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 2.51 22.4 22.32 27.17 18.02
HDFC Mid Cap Fund - Growth Plan 25-06-2007 1.22 20.77 25.95 28.59 17.86
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 0.26 25.27 24.69 28.51 17.8
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 0.06 20.47 - - -
ICICI Prudential MidCap Fund - Growth 10-10-2004 -0.02 23.61 22.14 26.01 15.63
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 -0.04 18.71 18.62 24.65 -
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 -0.54 15.28 13.65 23.41 15.4

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.18%

Others

4.11%

Large Cap

14.45%

Mid Cap

68.26%

Scheme Documents

There are no scheme documents available

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