Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-01-2018
AUM:
₹ 4,192.44 Cr
Expense Ratio
1.85%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF174V01473
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
FM-1 Mr. Krishna SanghaviFM-2 Mr. Manish Lodha
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 5.78 | 24.0 | 26.81 |
| NIFTY MIDCAP 150 TRI | 11.71 | 24.09 | 27.12 |
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
33.9583
Last change
-0.03 (-0.1022%)
Fund Size (AUM)
₹ 4,192.44 Cr
Performance
18.05% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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 Manager
FM-1 Mr. Krishna SanghaviFM-2 Mr. Manish Lodha
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| INDIAN BANK EQ | 3.26 |
| GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- | 2.97 |
| Triparty Repo | 2.56 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 2.48 |
| IDFC FIRST BANK LIMITED EQ | 2.48 |
| BLUE STAR LIMITED EQ NEW FV RS.2/- | 2.48 |
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | 2.34 |
| TUBE INVESTMENTS OF INDIA LIMITED EQ | 2.22 |
| J.K.CEMENT LIMITED EQ | 2.2 |
| UNION BANK OF INDIA EQ | 2.2 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.35 |
| Healthcare | 12.95 |
| Capital Goods | 12.91 |
| Automobile and Auto Components | 10.87 |
| Consumer Durables | 6.37 |
| Information Technology | 5.14 |
| Fast Moving Consumer Goods | 4.82 |
| Telecommunication | 3.06 |
| Power | 2.92 |
| Realty | 2.66 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Mahindra Manulife Mid Cap Fund Reg Gr | 26.81 |
| Invesco India MidCap Gr | 26.88 |
| ICICI Pru MidCap Gr | 25.98 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset MidCap Reg | 24.97 |
| HDFC Mid Cap Fund Gr | 28.33 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| Sundaram MidCap Gr | 25.74 |
| Union MidCap Reg Gr | 24.15 |
| Edelweiss MidCap Reg Gr | 27.8 |