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.

33.6141

18.91%

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 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 3.83 29.81 29.8 29.79 -
Invesco India Midcap Fund - Growth Option 19-04-2007 17.28 34.77 32.82 30.84 17.95
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 12.6 30.54 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 11.86 33.35 31.62 33.46 18.17
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 9.4 33.63 35.06 36.25 17.64
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 9.31 30.51 29.83 28.69 15.22
HDFC Mid Cap Fund - Growth Plan 25-06-2007 9.29 28.87 32.09 32.07 17.9
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 9.0 31.25 30.92 32.96 18.02
Kotak Emerging Equity Scheme - Growth 30-03-2007 7.89 27.85 27.43 30.57 18.04
Franklin India Prima Fund-Growth 01-12-1993 7.74 28.98 29.24 27.19 15.43

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

2.65%

Large Cap

13.34%

Mid Cap

70.83%

Scheme Documents

There are no scheme documents available

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