Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
No single fund can achieve what a plan can. Learn why
Scheme Information
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.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 5,012 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 17 equity,19 debt and 9 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
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Annual reviews & rebalances
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About Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A)
About Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A)
Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) is a mid cap equity fund and has delivered an annualised return of 6.9% over a period of 3 years ..The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd..The fund managers are Manish Lodha, V Balasubramanian
Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) 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. However, there is no assurance that the objective of the scheme will be realized.
Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) NAV,AUM,Risk
The Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) fund was launched on Jan 23, 2018. The NAV (Net Asset Value) of this mid cap equity as of 2021-01-21 is ₹ 12.1475. The total AUM (Asset Under Management) of the fund as of 2021-01-21 is ₹ 558.377. The category risk of the Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) fund is Moderately High risk.
The fund charges 2.47 % as expense ratio.
Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) Holdings
The fund’s highest allocation is towards equity and has invested 98.1% in this asset class. The top three holdings of the fund are honeywell automation india ltd,the federal bank ltd and cholamandalam investment and finance co ltd
Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Midcap TR INR
Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) Review
Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Mahindra Manulife Mid Cap Unnati Yojana fund (DP-A) has a score of 3 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
