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  • Mahindra Mutual Fund
  • Mahindra Manulife Mid Cap Unnati Yojana fund (Growth)
Mahindra Mutual Fund

Mahindra Manulife Mid Cap Unnati Yojana fund (Growth)

EquityMid Cap

17.2249

NAV (Feb 01)

11.8%
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 ->

Fund Size

Poor

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

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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

17.2249

NAV (Feb 1)

Fund Returns

Last 1Y

-3.2%

Last 3Y

19.5%

Last 5Y

11.8%

Last 10Y

NA

Since Inception

11.4%

6 Month CAGR

0.3%

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

2.32

Launched (5y ago)

Jan 23, 2018

AUM in Crores

1063.182

ISIN

INF174V01473

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.1

Standard Deviation (5yr)

0

Beta (3yr)

0.82

Beta (5yr)

0.8

Sharpe Ratio (3yr)

0.8

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Manish Lodha

Fund Manager

Abhinav Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Mid Cap Unnati Yojana fund (Growth)70%979,519 246,90711.8%
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 2023-02-01

Top Stock Holdings

the federal bank ltd

4.1%
4.1%

dalmia bharat ltd

2.7%
2.7%

max healthcare institute ltd ordinary shares

2.7%
2.7%

punjab national bank

2.6%
2.6%

abbott india ltd

2.6%
2.6%
See all holdings

Allocation by Sector

industrials

22.3%
22.3%

consumer cyclical

21.7%
21.7%

financial services

15.3%
15.3%

basic materials

14.5%
14.5%

healthcare

6.2%
6.2%
See all sectors

Compare Mahindra Manulife Mid Cap Unnati Yojana fund (Growth)

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

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 9,762 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,25 debt and 9 hybrid funds.

amc-img

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

    10.3%

    7.7%

    9.6%

    8.1%

    9.6%

    8.1%

    19.6%

    12.7%

    19.5%

    11.4%

    Mahindra Manulife Mid Cap Unnati Yojana fund (G) Review

    Mahindra Manulife Mid Cap Unnati Yojana fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 11.4% over a period of 5 years. 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 Unnati Yojana fund (G) as of 2/1/2023 is ₹17.22 with the total AUM as of 2/2/2023 is ₹1063.182. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Mid Cap Unnati Yojana fund (G) 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 (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 Unnati Yojana 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 IISL Nifty Midcap 150 TR INR.

    Mahindra Manulife Mid Cap Unnati Yojana fund (G) is rated as a 3 fund in Equity and delivered -3.2% 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 (G).

    Frequently Asked Questions

    What is Mahindra Manulife Mid Cap Unnati Yojana fund (G)?

    Mahindra Manulife Mid Cap Unnati Yojana fund (G) 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 Unnati Yojana fund (G)?

    You can invest in Mahindra Manulife Mid Cap Unnati Yojana 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 Unnati Yojana fund (G)?

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

    Is Mahindra Manulife Mid Cap Unnati Yojana fund (G) good to invest in?

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

    The expense ratio of the Mahindra Manulife Mid Cap Unnati Yojana fund (G) is 2.32% for regular plan.