Mahindra Manulife Mid Cap Fund – Direct Growth

Equity · Mid Cap
 · ★★★
500
Min SIP
1,000
Min Lumpsum
0.56 %
Expense Ratio
★★★
Rating
1,385
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 04 October 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 35.9% 34.1% 22.5% 17.9%
Category Average 27.8% 33% 21.3% -

Scheme Allocation

By Holding
By Sector
By Asset
3.43%
2.92%
Others
85.74%
View all Holdings
Holdings Sector Instrument Asset
Federal Bank Banks Equity 3.43%
Persistent Sys IT - Software Equity 3.02%
REC Ltd Finance Equity 2.92%
Punjab Natl.Bank Banks Equity 2.74%
Max Healthcare Healthcare Equity 2.15%
Piramal Enterp. Finance Equity 2.14%
Gujarat Fluoroch Chemicals Equity 2.1%
Kajaria Ceramics Ceramic Products Equity 2.05%
Schaeffler India Bearings Equity 2%
Jindal Stain. Steel Equity 1.97%
CRISIL Credit Rating Agencies Equity 1.97%
ZF Commercial Auto Ancillaries Equity 1.96%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.94%
Mphasis IT - Software Equity 1.93%
I D F C Finance Equity 1.9%
Zydus Lifesci. Pharmaceuticals Equity 1.89%
Dalmia BharatLtd Cement Equity 1.71%
Vedant Fashions Retail Equity 1.66%
B H E L Capital Goods - Electrical Equipment Equity 1.64%
AIA Engineering Castings, Forgings & Fastners Equity 1.63%
Minda Corp Auto Ancillaries Equity 1.63%
NHPC Ltd Power Generation & Distribution Equity 1.6%
Union Bank (I) Banks Equity 1.56%
Lupin Pharmaceuticals Equity 1.55%
Indus Towers Telecomm Equipment & Infra Services Equity 1.53%
K P R Mill Ltd Readymade Garments/ Apparells Equity 1.53%
NLC India Power Generation & Distribution Equity 1.53%
Bharat Forge Castings, Forgings & Fastners Equity 1.51%
Suzlon Energy Capital Goods - Electrical Equipment Equity 1.48%
Oberoi Realty Realty Equity 1.47%
Abbott India Pharmaceuticals Equity 1.43%
NMDC Steel Steel Equity 1.41%
Zee Entertainmen Entertainment Equity 1.41%
Ashok Leyland Automobile Equity 1.4%
Aditya Bir. Fas. Retail Equity 1.37%
Hind.Aeronautics Capital Goods-Non Electrical Equipment Equity 1.35%
Crompton Gr. Con Consumer Durables Equity 1.32%
L&T Fin.Holdings Finance Equity 1.27%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.25%
Triven.Engg.Ind. Sugar Equity 1.17%
Jindal Steel Steel Equity 1.16%
Max Financial Finance Equity 1.11%
Lak. Mach. Works Engineering Equity 1.09%
TVS Motor Co. Automobile Equity 1.08%
CIE Automotive Castings, Forgings & Fastners Equity 1.06%
Kaynes Tech Consumer Durables Equity 1.05%
Polycab India Cables Equity 1.03%
Voltas Consumer Durables Equity 1.03%
Tata Comm Telecomm-Service Equity 0.99%
H P C L Refineries Equity 0.98%
Page Industries Readymade Garments/ Apparells Equity 0.98%
G M D C Mining & Mineral products Equity 0.95%
Coforge IT - Software Equity 0.93%
Gujarat Gas Gas Distribution Equity 0.91%
Birlasoft Ltd IT - Software Equity 0.83%
Godrej Propert. Realty Equity 0.8%
M & M Fin. Serv. Finance Equity 0.79%
Uniparts India Auto Ancillaries Equity 0.76%
Honeywell Auto Electronics Equity 0.75%
Emami FMCG Equity 0.71%
Navin Fluo.Intl. Chemicals Equity 0.69%
NMDC Mining & Mineral products Equity 0.63%
JK Lakshmi Cem. Cement Equity 0.57%
Escorts Kubota Automobile Equity 0.54%
West Coast Paper Paper Equity 0.26%
Finance
11.96%
Industrial Products
9.38%
Banks
7.26%
Auto Components
7.25%
Pharmaceuticals & Biotech
6.21%
Others
57.94%
View all Sectors
Sectors Asset
Finance 11.96%
Industrial Products 9.38%
Banks 7.26%
Auto Components 7.25%
Pharmaceuticals & Biotech 6.21%
IT-Software 4.74%
Ferrous Metals 4.33%
Consumer Durables 4.32%
Industrial Manufacturing 4.09%
Telecom-Services 3.91%
Debt 3.61%
Power 3.21%
Retailing 2.8%
Realty 2.47%
Textiles & Apparels 2.35%
Healthcare Services 2.31%
Electrical Equipments 2.31%
Cement & Cement Products 2.26%
Automobiles 2.08%
Chemicals & Petrochemical 1.72%
Cash & Others 1.69%
Agricultural, Commercial 1.49%
Aerospace & Defense 1.46%
Petroleum Products 1.19%
Agricultural Food & other 1.19%
Gas 1.05%
Entertainment 1.05%
Insurance 1.03%
Minerals & Mining 1.02%
Paper, Forest & Jute Prod 0.26%
Equity
93.19%
Net Curr Ass/Net Receivables
3.98%
Reverse Repos
2.82%
Others
0.01%

Advance Ratio

1.91
Alpha
4.61
SD
0.94
Beta
1.9
Sharpe

Exit Load

Exit Load 1% - If Units are redeemed/switched-out upto 3 months from the date of allotment. Nil - If Units are redeemed/switched-out after 3 months from the date of allotment.

Fund 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.

Fund Managers

Abhinav Khandelwal

Mr. Abhinav Khandelwal is an investment professional with over ten years of experience in Indian equity markets. Being a Chartered Accountant, he has an expert understanding of both the buy-side and sell-side of the equity market. Before joining MMIMPL in Dec 2021, he was an advisor to India dedicated Funds at Canara Robeco. He was also associated with Aegon Life Insurance. There he was responsible for handling fund management and equity research.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
No. 204, 2nd Floor, Amiti Building, Piramal Agastya Corporate Park LBS Road, Kurla(w), Mumbai 400070
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com

Frequently Asked Questions

How to invest in Mahindra Manulife Mid Cap Fund – Direct Growth ?

You can invest in Mahindra Manulife Mid Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Mahindra Manulife Mid Cap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Mahindra Manulife Mid Cap Fund – Direct Growth ?

The NAV of Mahindra Manulife Mid Cap Fund – Direct Growth is ₹25 as of 04 October 2023.

How to redeem Mahindra Manulife Mid Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Mahindra Manulife Mid Cap Fund – Direct Growth?

The minimum SIP amount of Mahindra Manulife Mid Cap Fund – Direct Growth is ₹500

What are the top sectors Mahindra Manulife Mid Cap Fund – Direct Growth has invested in?

The top sectors Mahindra Manulife Mid Cap Fund – Direct Growth has invested in are
  1. Finance - 11.96%
  2. Industrial Products - 9.38%
  3. Banks - 7.26%
  4. Auto Components - 7.25%
  5. Pharmaceuticals & Biotech - 6.21%

Can I make investments in both the SIP and Lump Sum schemes of Mahindra Manulife Mid Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Mahindra Manulife Mid Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Mahindra Manulife Mid Cap Fund – Direct Growth generated ?

The Mahindra Manulife Mid Cap Fund – Direct Growth has delivered 17.9% since inception

What is the expense ratio of Mahindra Manulife Mid Cap Fund – Direct Growth ?

The expense ratio of Mahindra Manulife Mid Cap Fund – Direct Growth is 0.56 % as of 04 October 2023.

What is the AUM of Mahindra Manulife Mid Cap Fund – Direct Growth?

The AUM of Mahindra Manulife Mid Cap Fund – Direct Growth is ₹10,262 Cr as of 04 October 2023

What are the top stock holdings of Mahindra Manulife Mid Cap Fund – Direct Growth?

The top stock holdings of Mahindra Manulife Mid Cap Fund – Direct Growth are
  1. Federal Bank - 3.43%
  2. Persistent Sys - 3.02%
  3. REC Ltd - 2.92%
  4. Punjab Natl.Bank - 2.74%
  5. Max Healthcare - 2.15%

How can I redeem my investments in Mahindra Manulife Mid Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Mahindra Manulife Mid Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now