Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 05-01-2018
AUM:
₹ 3,904.18 Cr
Expense Ratio
1.86%
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 | -4.75 | 22.9 | 26.74 |
| NIFTY MIDCAP 150 TRI | -1.26 | 22.96 | 27.73 |
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
33.4157
Last change
0.11 (0.3247%)
Fund Size (AUM)
₹ 3,904.18 Cr
Performance
18.21% (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
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Triparty Repo | 2.68 |
| INDIAN BANK EQ | 2.66 |
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | 2.6 |
| BLUE STAR LIMITED EQ NEW FV RS.2/- | 2.59 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 2.34 |
| TUBE INVESTMENTS OF INDIA LIMITED EQ | 2.33 |
| J.K.CEMENT LIMITED EQ | 2.31 |
| GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- | 2.12 |
| ASTRAL LIMITED EQ NEW FV RE. 1/- | 2.11 |
| APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- | 2.07 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.47 |
| Healthcare | 13.5 |
| Capital Goods | 12.46 |
| Automobile and Auto Components | 11.14 |
| Information Technology | 7.72 |
| Consumer Durables | 6.82 |
| Fast Moving Consumer Goods | 5.24 |
| Telecommunication | 3.22 |
| Power | 2.91 |
| Realty | 2.57 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Mahindra Manulife Mid Cap Fund Reg Gr | 26.74 |
| Invesco India MidCap Gr | 27.57 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Kotak Midcap Fund Reg Gr | 27.12 |
| ICICI Pru MidCap Gr | 26.17 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| HDFC Mid Cap Fund Gr | 28.57 |
| Edelweiss MidCap Reg Gr | 28.59 |
| PGIM India Midcap Fund Reg Gr | 24.08 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 28.78 |