Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund
Category: Equity: Mid Cap
Status: Open Ended Schemes
Launch Date: 05-01-2018
Minimum Investment: 1000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY Midcap 150 TRI
Total Assets: 3397.92 As on (31-03-2025)
Expense Ratio: 1.89% As on (31-03-2025)
Turn over: 81.00% | Exit Load: Exit load of 1% if redeemed within 3 months.
NAV as on 25-04-2025
30.661
-0.6307
CAGR Since Inception
17.89%
NIFTY Midcap 150 TRI 17.52%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 5.29 | 21.29 | 30.36 | - | 17.89 |
| NIFTY MIDCAP 150 TRI | 9.31 | 21.88 | 33.94 | 18.1 | 17.52 |
| Equity: Mid Cap | 7.04 | 19.19 | 29.54 | 15.4 | 17.69 |
Funds Manager
Abhinav Khandelwal, Manish Lodha
RETURNS CALCULATORS for Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Mid Cap Fund Reg Gr | 05-01-2018 | 5.29 | 31.92 | 21.29 | 30.36 | 0.0 |
| Invesco India MidCap Gr | 19-04-2007 | 16.43 | 33.25 | 22.91 | 30.42 | 16.58 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 14.64 | 33.38 | 23.07 | 33.58 | 17.38 |
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 12.98 | 36.11 | 26.6 | 37.24 | 17.54 |
| Franklin India Prima Fund Gr | 01-12-1993 | 12.87 | 30.67 | 21.76 | 28.33 | 14.71 |
| Sundaram MidCap Gr | 01-07-2002 | 11.49 | 31.54 | 22.21 | 29.64 | 14.69 |
| Kotak Emerging Equity Sch Gr | 30-03-2007 | 11.32 | 25.7 | 18.7 | 30.39 | 16.8 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 11.28 | 31.87 | 0.0 | 0.0 | 0.0 |
| Nippon India Growth Fund Gr Gr | 05-10-1995 | 11.26 | 33.24 | 23.64 | 33.49 | 17.33 |
| HDFC Mid-Cap Opportunities Gr | 25-06-2007 | 9.74 | 31.43 | 24.78 | 33.48 | 17.09 |
Asset Allocation (%)
Key Performance and Risk Statistics of Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 14.84 | 0.75 | -0.04 | 0.98 | 6.56 | 2.0 |
| Equity: Mid Cap | - | - | - | - | - | - |