• Mutual Funds
  • Mahindra Manulife Mutual Fund
  • Mahindra Manulife Mid Cap Fund (G)
Mahindra Mutual Fund

Mahindra Manulife Mid Cap Fund (G)

EquityMid Cap

34.6465

NAV (Oct 03)

30.523%
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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

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

Fund Size

Neutral

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

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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

34.6465

NAV (Oct 3)

Fund Returns

Last 1Y
53.5%
Last 3Y
27.3%
Last 5Y
30.5%
Last 10Y
NA
Since Inception
20.8%
6 Month CAGR
26.4%

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
1.89
Launched (0y ago)
1.89
AUM in Crores
3292.8
ISIN
INF174V01473
Lock-in
-
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
15.1
Beta
1
Sharpe Ratio
1.4
YTM
-
Fund Managers

Abhinav Khandelwal

Fund Manager

Manish Lodha

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 (G)70%16,35,152 9,02,54030.5%
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 2023-12-21

Top Stock Holdings

Persistent Systems Ltd.

3.4%
3.39%

Indus Towers Ltd.

3.2%
3.15%

State Bank of India

2.8%
2.76%

Max Healthcare Institute Ltd.

2.7%
2.74%

LTIMindtree Ltd.

2.7%
2.67%
See all holdings

Allocation by Sector

Financial

17.47%
17.47%

Healthcare

10.56%
10.56%

Capital Goods

10.07%
10.07%

Automobile

9.97%
9.97%

Technology

7.52%
7.52%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

Mahindra Manulife Mutual Fund

Mahindra Manulife Mutual Fund is a joint venture between Mahindra & Mahindra Financial Services Limited and Manulife Investment Management Private Limited (Singapore based company). The trustee of the mutual fund house is Mahindra Manulife Trustee Private Limited. In June 2020, Mahindra Mutual Fund was renamed as Mahindra Manulife Mutual Fund.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

9.191%

9.586%

6.103%

5.976%

21.998%

19.318%

27.31%

20.841%

16.277%

14.488%

Mahindra Manulife Mid Cap Fund (G) Review

Mahindra Manulife Mid Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 20.841% over a period of 6 years. The fund is managed by Mahindra Manulife Mutual Fund. The fund managers are Abhinav Khandelwal, Manish Lodha.

Nav of Mahindra Manulife Mid Cap Fund (G) as of 10/3/2024 is ₹34.65 with the total AUM as of 10/4/2024 is ₹3292.7649. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Mid Cap Fund (G) was launched on 2018-01-30. The category risk of the fund is Average.

The minimum SIP amount for Mahindra Manulife Mid Cap Fund (G) 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 (G) 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 Total Return Index.

Mahindra Manulife Mid Cap Fund (G) is rated as a 3 fund in Equity and delivered 53.52% 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 (G).

Frequently Asked Questions

What is Mahindra Manulife Mid Cap Fund (G)?

Mahindra Manulife Mid Cap Fund (G) is a Equity 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 (G)?

You can invest in Mahindra Manulife Mid Cap Fund (G) 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 (G)?

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

Is Mahindra Manulife Mid Cap Fund (G) good to invest in?

As per Scripbox experts, Mahindra Manulife Mid Cap Fund (G) is a 3 fund. You can investMahindra Manulife Mid Cap Fund (G) 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 (G)?

The expense ratio of the Mahindra Manulife Mid Cap Fund (G) is 1.89% for regular plan.