Neutral
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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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.
Relative Size
559 Cr. Medium within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Scheme Information
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.
Low
Moderately Low
Moderate
Moderately High
High
Very High
Moderately High risk
2.47 %
Expense Ratio
Jan 23, 2018
Launched (3y ago)
₹ 559
AUM in Crores
INF174V01499
ISIN
No Lock-in
Lock-in
S&P BSE Midcap TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
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.
Diversified
₹ 392 Cr
Fund Size
7.6%
3Y returns
Large Cap
₹ 99 Cr
Fund Size
N/A
3Y returns
Liquid
₹ 1,664 Cr
Fund Size
N/A
3Y returns
Aggressive Hybrid
₹ 145 Cr
Fund Size
N/A
3Y returns
Liquid
₹ 1,664 Cr
Fund Size
6.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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
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.
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.
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
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.
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) 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.