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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Category: Equity: Mid Cap Launch Date: 05-01-2018
AUM:

₹ 2,580.04 Cr

Expense Ratio

1.93%

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 62.48 27.74 28.31
NIFTY MIDCAP 150 TRI 59.33 27.46 27.93
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
32.2197
Last change
0.31 (0.9699%)
Fund Size (AUM)
₹ 2,580.04 Cr
Performance
21.5% (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 4.06
Indus Towers Ltd. 3.1
Hero Motocorp Ltd. 2.98
Indian Bank 2.86
REC Ltd. 2.83
Persistent Systems Ltd. 2.78
Max Healthcare Institute Ltd. 2.56
CG Power and Industrial Solutions Ltd. 2.32
Union Bank of India 2.27
Bharti Hexacom Ltd. 2.17

Sector Allocation

Sector Holdings (%)
Financial 17.42
Capital Goods 11.42
Healthcare 11.39
Metals & Mining 8.04
Automobile 7.87
Services 7.02
Energy 6.41
Chemicals 5.55
Communication 5.27
Others 5.03

Peer Comparison

Scheme Name 5Y (%)
Mahindra Manulife Mid Cap Fund Reg Gr 28.31
Quant MidCap Gr 35.1
ITI Mid Cap Fund Reg Gr 0.0
JM Midcap Fund Reg Gr 0.0
HSBC Midcap Fund Reg Growth 23.17
ICICI Pru MidCap Gr 24.85
Nippon India Growth Fund Gr Gr 28.18
Motilal Oswal Midcap Fund Reg Gr 29.67
Sundaram MidCap Gr 22.46
LIC MF Mid Cap Fund Reg Gr 22.35