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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 3,920.88 Cr As on 31-07-2025(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.

31.9373

17.64%

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 15.52
Sharpe Ratio 1.14
Alpha 0.02
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 -7.34 20.39 21.85 25.55 -
Invesco India Midcap Fund - Growth Option 19-04-2007 8.53 29.37 26.9 26.86 17.83
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 2.69 23.82 - - -
HDFC Mid Cap Fund - Growth Plan 25-06-2007 1.08 21.7 25.16 27.58 17.55
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 0.78 21.9 21.03 26.36 17.77
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 0.36 16.04 13.34 23.87 15.14
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 0.15 29.6 28.06 32.11 17.45
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 -0.26 26.0 23.63 27.9 17.48
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 -0.64 20.84 - - -
ICICI Prudential MidCap Fund - Growth 10-10-2004 -0.71 23.49 21.08 24.67 15.07

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

14.48%

Others

4.01%

Large Cap

15.46%

Mid Cap

66.05%

Scheme Documents

There are no scheme documents available

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