Mahindra Manulife Mid Cap Fund – Direct Growth

Equity · Mid Cap
 · ★★★★
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.48 %
Expense Ratio
★★★★
Rating
2,201
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 15 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 64.6% 31.9% 27% 20.5%
Category Average 57.1% 28.2% 24% -

Scheme Allocation

By Holding
By Sector
By Asset
3.07%
3.04%
2.78%
Others
85.67%
View all Holdings
Holdings Sector Instrument Asset
Indian Bank Banks Equity 3.07%
Indus Towers Telecomm Equipment & Infra Services Equity 3.04%
Union Bank (I) Banks Equity 2.87%
REC Ltd Finance Equity 2.78%
Max Healthcare Healthcare Equity 2.57%
Lupin Pharmaceuticals Equity 2.57%
Zydus Lifesci. Pharmaceuticals Equity 2.38%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 2.04%
Hero Motocorp Automobile Equity 2.04%
Coal India Mining & Mineral products Equity 1.97%
Max Financial Finance Equity 1.96%
Voltas Consumer Durables Equity 1.95%
Oil India Crude Oil & Natural Gas Equity 1.94%
Nippon Life Ind. Finance Equity 1.93%
Persistent Sys IT - Software Equity 1.9%
Piramal Enterp. Finance Equity 1.74%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.74%
Godrej Industrie Chemicals Equity 1.74%
CRISIL Credit Rating Agencies Equity 1.69%
Hind.Aeronautics Aerospace & Defence Equity 1.66%
Jindal Stain. Steel Equity 1.64%
Jindal Steel Steel Equity 1.64%
Apar Inds. Capital Goods - Electrical Equipment Equity 1.58%
L&T Fin.Holdings Finance Equity 1.55%
Minda Corp Auto Ancillaries Equity 1.52%
H P C L Refineries Equity 1.51%
S A I L Steel Equity 1.46%
LIC Housing Fin. Finance Equity 1.46%
AIA Engineering Castings, Forgings & Fastners Equity 1.42%
Mphasis IT - Software Equity 1.41%
Schaeffler India Bearings Equity 1.39%
Container Corpn. Logistics Equity 1.36%
Federal Bank Banks Equity 1.36%
Dixon Technolog. Consumer Durables Equity 1.34%
Deepak Nitrite Chemicals Equity 1.3%
Solar Industries Aerospace & Defence Equity 1.3%
KEI Industries Cables Equity 1.26%
Power Fin.Corpn. Finance Equity 1.24%
Torrent Power Power Generation & Distribution Equity 1.23%
Gujarat Fluoroch Chemicals Equity 1.16%
Bharat Forge Castings, Forgings & Fastners Equity 1.13%
Aditya Bir. Fas. Retail Equity 1.12%
NMDC Mining & Mineral products Equity 1.1%
NLC India Power Generation & Distribution Equity 1%
Aurobindo Pharma Pharmaceuticals Equity 0.99%
Escorts Kubota Automobile Equity 0.93%
Abbott India Pharmaceuticals Equity 0.92%
CESC Power Generation & Distribution Equity 0.91%
Oberoi Realty Realty Equity 0.9%
Apollo Tyres Tyres Equity 0.89%
Dalmia BharatLtd Cement Equity 0.88%
Kaynes Tech Consumer Durables Equity 0.88%
Aarti Industries Chemicals Equity 0.88%
Linde India Chemicals Equity 0.87%
Vedant Fashions Retail Equity 0.84%
Page Industries Readymade Garments/ Apparells Equity 0.83%
Gland Pharma Pharmaceuticals Equity 0.83%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.78%
Coforge IT - Software Equity 0.75%
Century Textiles Paper Equity 0.74%
Kirloskar Oil Capital Goods-Non Electrical Equipment Equity 0.73%
Lak. Mach. Works Engineering Equity 0.72%
Emami FMCG Equity 0.72%
Biocon Pharmaceuticals Equity 0.6%
Suzlon Energy Capital Goods - Electrical Equipment Equity 0.55%
Finance
11.43%
Pharmaceuticals & Biotech
7.33%
Banks
6.68%
Debt
5.9%
Auto Components
5.33%
Others
63.33%
View all Sectors
Sectors Asset
Finance 11.43%
Pharmaceuticals & Biotech 7.33%
Banks 6.68%
Debt 5.9%
Auto Components 5.33%
IT-Software 5.15%
Chemicals & Petrochemical 4.55%
Electrical Equipments 4.48%
Industrial Products 4.02%
Retailing 3.83%
Ferrous Metals 3.64%
Telecom-Services 3.26%
Power 2.78%
Consumer Durables 2.73%
Healthcare Services 2.41%
Petroleum Products 2.37%
Oil 2.28%
Consumable Fuels 2.03%
Aerospace & Defense 2.01%
Minerals & Mining 1.89%
Diversified 1.82%
Capital Markets 1.82%
Insurance 1.64%
Industrial Manufacturing 1.62%
Transport Services 1.54%
Cement & Cement Products 1.52%
Cash & Others 1.35%
Agricultural, Commercial 0.98%
Textiles & Apparels 0.85%
Realty 0.84%
Personal Products 0.8%
Paper, Forest & Jute Prod 0.66%
Agricultural Food & other 0.46%
Equity
93.2%
Reverse Repos
3.41%
Net Curr Ass/Net Receivables
3.39%

Advance Ratio

2.35
Alpha
4.27
SD
0.97
Beta
1.39
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

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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 ₹31.4 as of 15 April 2024.

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 - 11.43%
  2. Pharmaceuticals & Biotech - 7.33%
  3. Banks - 6.68%
  4. Debt - 5.9%
  5. Auto Components - 5.33%

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 20.5% 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 0.48 % as of 15 April 2024.

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

The AUM of Mahindra Manulife Mid Cap Fund – Direct Growth is ₹19,091 Cr as of 15 April 2024

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. Indian Bank - 3.07%
  2. Indus Towers - 3.04%
  3. Union Bank (I) - 2.87%
  4. REC Ltd - 2.78%
  5. Max Healthcare - 2.57%

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