Mahindra Mutual Fund

Mahindra Manulife Mid Cap Fund Direct Plan Growth

EquityMid Cap
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Top Ranked

₹ 34.1

NAV (Mar 28)

33.446%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

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Scheme Information

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.

Expense Ratio
0.49 %
Launched 7Y ago
2018-01-30
AUM in Crores
3067.2
ISIN
INF174V01507
Lock-in (days)
No Lock-in
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
16.8
Beta
1
Sharpe Ratio
0.9
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-20

Top Stock Holdings

Persistent Systems Ltd.

3.39%
3.39%

Indus Towers Ltd.

3.15%
3.15%

State Bank of India

2.76%
2.76%

Max Healthcare Institute Ltd.

2.74%
2.74%

LTIMindtree Ltd.

2.67%
2.67%
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Allocation by Sector

Financial

16.93%
16.93%

Healthcare

11.87%
11.87%

Capital Goods

10.29%
10.29%

Consumer Staples

10.08%
10.08%

Automobile

8.62%
8.62%
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Frequently Asked Questions

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