• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Mid Cap Fund (RIDCW-A)

Formerly Mahindra Manu Mid Cp Unnt Yjn Reg IDCW-R

Mahindra Mutual Fund

Mahindra Manulife Mid Cap Fund (RIDCW-A)

EquityMid Cap

26.2563

NAV (Jun 14)

26.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

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.

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

Outperformance Consistency

Good

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

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

26.2563

NAV (Jun 14)

Fund Returns

Last 1Y
62.5%
Last 3Y
27.7%
Last 5Y
28.3%
Last 10Y
NA
Since Inception
20.1%
6 Month CAGR
27.4%

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
1.95
Launched (6y ago)
Jan 23, 2018
AUM in Crores
2580.042
ISIN
INF174V01481
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.2
Standard Deviation (5yr)
19.1
Beta (3yr)
0.99
Beta (5yr)
0.83
Sharpe Ratio (3yr)
1.172
Sharpe Ratio (5yr)
1.003
YTM
0
Fund Managers

Manish Lodha

Fund Manager

Abhinav Khandelwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Mid Cap Fund (RIDCW-A)70%14,73,798 7,41,18626.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-14

Top Stock Holdings

triparty repo

4.1%
4.1%

indus towers ltd ordinary shares

3.1%
3.1%

hero motocorp ltd

3%
3%

indian bank

2.9%
2.9%

rec ltd

2.8%
2.8%
See all holdings

Allocation by Sector

financial services

19.9%
19.9%

industrials

18.1%
18.1%

consumer cyclical

13.2%
13.2%

basic materials

13.2%
13.2%

healthcare

10%
10%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 15,161 cr

₹ 19,454 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 22,935 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

9.9%

9.3%

5.7%

5.9%

6.9%

8.4%

6.9%

8.4%

Mahindra Manulife Mid Cap Fund (RIDCW-A) Review

Mahindra Manulife Mid Cap Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 19.1% over a period of 6 years. The fund was previously known as Mahindra Manu Mid Cp Unnt Yjn Reg IDCW-R. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Abhinav Khandelwal, Manish Lodha.

Nav of Mahindra Manulife Mid Cap Fund (RIDCW-A) as of 6/14/2024 is ₹26.26 with the total AUM as of 6/18/2024 is ₹2580.042. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Mid Cap Fund (RIDCW-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 Fund (RIDCW-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 Fund (RIDCW-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 Nifty Midcap 150 TR INR.

Mahindra Manulife Mid Cap Fund (RIDCW-A) is rated as a 3 fund in Equity and delivered 55.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Mid Cap Fund (RIDCW-A).

Frequently Asked Questions

What is Mahindra Manulife Mid Cap Fund (RIDCW-A)?

Mahindra Manulife Mid Cap Fund (RIDCW-A) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Mahindra Manulife Mid Cap Fund (RIDCW-A)?

You can invest in Mahindra Manulife Mid Cap Fund (RIDCW-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 Fund (RIDCW-A)?

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

Is Mahindra Manulife Mid Cap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Mahindra Manulife Mid Cap Fund (RIDCW-A) is a Neutral fund. You can investMahindra Manulife Mid Cap Fund (RIDCW-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 Fund (RIDCW-A)?

The expense ratio of the Mahindra Manulife Mid Cap Fund (RIDCW-A) is 1.95% for regular plan.