Mahindra Manulife Mid Cap Fund – Direct Growth

Equity · Mid Cap
 · ★★★
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.59 %
Expense Ratio
★★★
Rating
1,385
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 21.2% 31.8% 18.6% 16.5%
Category Average 20.6% 32.2% 16.6% -

Scheme Allocation

By Holding
By Sector
By Asset
3.89%
3.44%
Others
84.56%
View all Holdings
Holdings Sector Instrument Asset
REC Ltd Finance Equity 3.89%
Federal Bank Banks Equity 3.44%
Punjab Natl.Bank Banks Equity 2.87%
Cummins India Capital Goods-Non Electrical Equipment Equity 2.74%
Persistent Sys IT - Software Equity 2.5%
Tata Comm Telecomm-Service Equity 2.48%
Max Healthcare Healthcare Equity 2.31%
I D F C Finance Equity 2.26%
Schaeffler India Bearings Equity 2.18%
Kajaria Ceramics Ceramic Products Equity 2.13%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 2.11%
CRISIL Credit Rating Agencies Equity 2.07%
Zydus Lifesci. Pharmaceuticals Equity 2.04%
ZF Commercial Auto Ancillaries Equity 1.96%
Jindal Stain. Steel Equity 1.85%
NHPC Ltd Power Generation & Distribution Equity 1.75%
Gujarat Fluoroch Chemicals Equity 1.72%
Dalmia BharatLtd Cement Equity 1.71%
Minda Corp Auto Ancillaries Equity 1.64%
AIA Engineering Castings, Forgings & Fastners Equity 1.63%
Abbott India Pharmaceuticals Equity 1.59%
Oberoi Realty Realty Equity 1.57%
B H E L Capital Goods - Electrical Equipment Equity 1.5%
Polycab India Cables Equity 1.5%
Ashok Leyland Automobile Equity 1.49%
Lupin Pharmaceuticals Equity 1.48%
Aditya Bir. Fas. Retail Equity 1.48%
Piramal Enterp. Finance Equity 1.46%
Hind.Aeronautics Capital Goods-Non Electrical Equipment Equity 1.46%
NLC India Power Generation & Distribution Equity 1.46%
Indus Towers Telecomm Equipment & Infra Services Equity 1.43%
L&T Fin.Holdings Finance Equity 1.43%
Bharat Forge Castings, Forgings & Fastners Equity 1.4%
Crompton Gr. Con Consumer Durables Equity 1.38%
K P R Mill Ltd Readymade Garments/ Apparells Equity 1.37%
Vedant Fashions Retail Equity 1.32%
Kaynes Tech Consumer Durables Equity 1.27%
NMDC Steel Mining & Mineral products Equity 1.27%
Jindal Steel Steel Equity 1.21%
Mphasis IT - Software Equity 1.19%
H P C L Refineries Equity 1.19%
Triven.Engg.Ind. Sugar Equity 1.19%
TVS Motor Co. Automobile Equity 1.12%
CIE Automotive Castings, Forgings & Fastners Equity 1.1%
Mankind Pharma Pharmaceuticals Equity 1.1%
Lak. Mach. Works Engineering Equity 1.07%
Gujarat Gas Miscellaneous Equity 1.05%
Birlasoft Ltd IT - Software Equity 1.05%
Zee Entertainmen Entertainment Equity 1.05%
Max Financial Finance Equity 1.03%
G M D C Mining & Mineral products Equity 1.02%
Page Industries Readymade Garments/ Apparells Equity 0.98%
Tata Motors-DVR Automobile Equity 0.96%
Union Bank (I) Banks Equity 0.95%
Godrej Propert. Realty Equity 0.9%
Uniparts India Auto Ancillaries Equity 0.88%
Honeywell Auto Electronics Equity 0.87%
M & M Fin. Serv. Finance Equity 0.85%
Suzlon Energy Capital Goods - Electrical Equipment Equity 0.81%
Voltas Consumer Durables Equity 0.81%
JK Lakshmi Cem. Cement Equity 0.55%
Automotive Axles Auto Ancillaries Equity 0.37%
West Coast Paper Paper Equity 0.26%
Finance
11.96%
Industrial Products
9.38%
Banks
7.26%
Auto Components
7.25%
Pharmaceuticals & Biotech
6.21%
Others
57.94%
View all Sectors
Sectors Asset
Finance 11.96%
Industrial Products 9.38%
Banks 7.26%
Auto Components 7.25%
Pharmaceuticals & Biotech 6.21%
IT-Software 4.74%
Ferrous Metals 4.33%
Consumer Durables 4.32%
Industrial Manufacturing 4.09%
Telecom-Services 3.91%
Debt 3.61%
Power 3.21%
Retailing 2.8%
Realty 2.47%
Textiles & Apparels 2.35%
Healthcare Services 2.31%
Electrical Equipments 2.31%
Cement & Cement Products 2.26%
Automobiles 2.08%
Chemicals & Petrochemical 1.72%
Cash & Others 1.69%
Agricultural, Commercial 1.49%
Aerospace & Defense 1.46%
Petroleum Products 1.19%
Agricultural Food & other 1.19%
Gas 1.05%
Entertainment 1.05%
Insurance 1.03%
Minerals & Mining 1.02%
Paper, Forest & Jute Prod 0.26%
Equity
94.7%
Reverse Repos
3.61%
Net Curr Ass/Net Receivables
1.69%

Advance Ratio

0.12
Alpha
4.63
SD
0.93
Beta
0.49
Sharpe

Exit Load

Exit Load 1% - If Units are redeemed/switched-out upto 3 months from the date of allotment. Nil - If Units are redeemed/switched-out after 3 months from the date of allotment.

Fund 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 Managers

Abhinav Khandelwal

Mr. Abhinav Khandelwal is an investment professional with over ten years of experience in Indian equity markets. Being a Chartered Accountant, he has an expert understanding of both the buy-side and sell-side of the equity market. Before joining MMIMPL in Dec 2021, he was an advisor to India dedicated Funds at Canara Robeco. He was also associated with Aegon Life Insurance. There he was responsible for handling fund management and equity research.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P.B.Marg, Worli, Mumbai 400018
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com

More Funds from Mahindra Manulife Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Mahindra Manulife Mid Cap Fund – Direct Growth ?

You can invest in Mahindra Manulife Mid Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Mahindra Manulife Mid Cap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Mahindra Manulife Mid Cap Fund – Direct Growth ?

The NAV of Mahindra Manulife Mid Cap Fund – Direct Growth is ₹23.3 as of 18 August 2023.

How to redeem Mahindra Manulife Mid Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Mahindra Manulife Mid Cap Fund – Direct Growth?

The minimum SIP amount of Mahindra Manulife Mid Cap Fund – Direct Growth is ₹500

What are the top sectors Mahindra Manulife Mid Cap Fund – Direct Growth has invested in?

The top sectors Mahindra Manulife Mid Cap Fund – Direct Growth has invested in are
  1. Finance - 11.96%
  2. Industrial Products - 9.38%
  3. Banks - 7.26%
  4. Auto Components - 7.25%
  5. Pharmaceuticals & Biotech - 6.21%

Can I make investments in both the SIP and Lump Sum schemes of Mahindra Manulife Mid Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Mahindra Manulife Mid Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Mahindra Manulife Mid Cap Fund – Direct Growth generated ?

The Mahindra Manulife Mid Cap Fund – Direct Growth has delivered 16.5% since inception

What is the expense ratio of Mahindra Manulife Mid Cap Fund – Direct Growth ?

The expense ratio of Mahindra Manulife Mid Cap Fund – Direct Growth is 0.59 % as of 18 August 2023.

What is the AUM of Mahindra Manulife Mid Cap Fund – Direct Growth?

The AUM of Mahindra Manulife Mid Cap Fund – Direct Growth is ₹10,262 Cr as of 18 August 2023

What are the top stock holdings of Mahindra Manulife Mid Cap Fund – Direct Growth?

The top stock holdings of Mahindra Manulife Mid Cap Fund – Direct Growth are
  1. REC Ltd - 3.89%
  2. Federal Bank - 3.44%
  3. Punjab Natl.Bank - 2.87%
  4. Cummins India - 2.74%
  5. Persistent Sys - 2.5%

How can I redeem my investments in Mahindra Manulife Mid Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Mahindra Manulife Mid Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number