Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-01-2018
AUM:
₹ 2,433.01 Cr
Expense Ratio
1.95%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF174V01473
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Abhinav Khandelwal, Manish Lodha
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 60.7 | 27.7 | 27.08 |
| NIFTY MIDCAP 150 TRI | 52.83 | 26.69 | 26.43 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
29.3298
Last change
0.34 (1.15%)
Fund Size (AUM)
₹ 2,433.01 Cr
Performance
20.01% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Abhinav Khandelwal, Manish Lodha
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 5.17 |
| Indus Towers Ltd. | 3.35 |
| Max Healthcare Institute Ltd. | 3.04 |
| Indian Bank | 2.93 |
| REC Ltd. | 2.83 |
| Nippon Life India Asset Management Ltd. | 2.65 |
| Voltas Ltd. | 2.56 |
| Union Bank of India | 2.32 |
| Godrej Industries Ltd. | 2.13 |
| CG Power and Industrial Solutions Ltd. | 2.12 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 18.28 |
| Healthcare | 12.36 |
| Capital Goods | 10.9 |
| Metals & Mining | 8.92 |
| Services | 6.84 |
| Chemicals | 6.33 |
| Energy | 6.14 |
| Others | 5.61 |
| Automobile | 5.56 |
| Communication | 5.1 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
| Quant MidCap Gr | 34.34 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| HSBC Midcap Fund Reg Growth | 21.44 |
| Motilal Oswal Midcap Fund Reg Gr | 27.86 |
| Nippon India Growth Fund Gr Gr | 26.4 |
| ICICI Pru MidCap Gr | 22.77 |
| HDFC Mid-Cap Opportunities Gr | 25.38 |
| Tata Mid Cap Gr Fund Reg Gr | 24.19 |