Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-01-2018
AUM:
₹ 3,397.92 Cr
Expense Ratio
1.87%
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 | 6.79 | 23.7 | 30.1 |
| NIFTY MIDCAP 150 TRI | 6.06 | 22.94 | 32.9 |
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
30.6716
Last change
-0.11 (-0.3466%)
Fund Size (AUM)
₹ 3,397.92 Cr
Performance
17.79% (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 (%) |
|---|---|
| Net Receivables / (Payables) | 4.49 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.23 |
| Triparty Repo | 2.95 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.4 |
| INDIAN BANK EQ | 2.23 |
| VOLTAS LIMITED EQ NEW FV RE.1/- | 2.19 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.18 |
| BLUE STAR LIMITED EQ NEW FV RS.2/- | 2.17 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.13 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.04 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.96 |
| Healthcare | 10.67 |
| Automobile and Auto Components | 10.66 |
| Capital Goods | 9.46 |
| Fast Moving Consumer Goods | 8.87 |
| N/A | 7.44 |
| Consumer Durables | 6.82 |
| Information Technology | 5.32 |
| Oil, Gas & Consumable Fuels | 4.53 |
| Telecommunication | 3.29 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Mahindra Manulife Mid Cap Fund Reg Gr | 30.1 |
| Motilal Oswal Midcap Fund Reg Gr | 37.63 |
| Edelweiss MidCap Reg Gr | 32.85 |
| Invesco India MidCap Gr | 29.86 |
| Franklin India Prima Fund Gr | 28.36 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Kotak Emerging Equity Sch Gr | 30.63 |
| Nippon India Growth Fund Gr Gr | 33.44 |
| Sundaram MidCap Gr | 29.58 |
| HDFC Mid-Cap Opportunities Gr | 33.32 |