• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A)

Formerly Mahindra Manu Md Cp Unnt YojanaYjnRegDP

Mahindra Mutual Fund

Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A)

EquityMid Cap

15.6449

NAV (Aug 05)

12.5%
Till Date CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

However, Scripbox does not recommend investing in mid cap mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 859 Cr

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

View all 7 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.6449

NAV (Aug 5)

Fund Returns

Last 1Y

2.9%

Last 3Y

24.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

12.5%

6 Month CAGR

-3.8%

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.

Expense Ratio

2.39

Launched (4y ago)

Jan 23, 2018

AUM in Crores

858.912

ISIN

INF174V01499

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Manish Lodha

Fund Manager

V Balasubramanian

Fund Manager

Abhinav Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

tri party repo

6.1%
6.1%

the federal bank ltd

3%
3%

infosys ltd

3%
3%

maruti suzuki india ltd

3%
3%

cummins india ltd

2.9%
2.9%
See all holdings

Allocation by Sector

industrials

23.4%
23.4%

consumer cyclical

18.8%
18.8%

financial services

17.4%
17.4%

basic materials

12.2%
12.2%

technology

6.5%
6.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 8,649 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,22 debt and 12 hybrid funds.

amc-img

  • 022-66327900
  • mfinvestors@mahindra.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    24.5%

    14.1%

    24.1%

    13.9%

    24.1%

    13.9%

    -

    21.7%

    16.6%

    13.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) Review

    Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 12.5% over a period of 4 years. The fund was previously known as Mahindra Manu Md Cp Unnt YojanaYjnRegDP. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Abhinav Khandelwal, Manish Lodha, V Balasubramanian.

    Nav of Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) as of 8/5/2022 is ₹15.64 with the total AUM as of 8/6/2022 is ₹858.912. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) was launched on Jan 23, 2018. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) 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 IISL Nifty Midcap 150 TR INR.

    Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 2.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A).

    Frequently Asked Questions

    What is Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A)?

    Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A)?

    You can invest in Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A)?

    The minimum sip amount for Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) good to invest in?

    As per Scripbox experts, Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) is a Neutral fund. You can investMahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A)?

    The expense ratio of the Mahindra Manulife Mid Cap Unnati Yojana fund (PIDCW-A) is 2.39% for regular plan.