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: 1.99% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,201.78 Cr As on (31-03-2024) |
| Turn over: 99% | Exit Load: Exit load of 1% if redeemed within 3 months. |
29.3263
0.21 (0.7055%)
20.18%
Benchmark: 17.99%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.8 |
| Sharpe Ratio | 1.34 |
| Alpha | 0.6 |
| Beta | 1.0 |
| Yield to Maturity | - |
| Average Maturity | - |
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 | 65.4 | 29.95 | 29.48 | 25.73 | - |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 74.46 | 34.38 | 36.78 | 32.4 | 20.65 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 70.05 | - | - | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 68.46 | 33.16 | 24.66 | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 64.46 | 32.98 | 37.62 | 26.99 | 22.63 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 60.73 | 29.98 | 30.6 | 25.29 | 20.48 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 60.62 | 27.89 | 23.34 | 20.02 | 20.54 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 58.07 | 26.91 | 25.53 | 22.84 | 20.9 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 57.76 | 32.12 | 30.01 | 24.09 | 21.16 |
| Taurus Mid Cap Fund - Regular Plan - Growth | 05-09-1994 | 56.85 | 25.75 | 24.61 | 22.43 | 20.12 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.54%
Others
8.7%
Large Cap
13.9%
Mid Cap
64.86%
Scheme Documents
There are no scheme documents available
