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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Fund House:
Mahindra Manulife Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
05-01-2018
ISIN Number:
INF174V01473
Minimum Investment:
1000
Minimum SIP:
1000
Total Assets: (29-11-2024):
3460.44
Nav (20-12-2024)
33.259
CAGR Since Inception:
20.28
Benchmark:
NIFTY Midcap 150 TRI
Expense Ratio (30-11-2024)::
1.89 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1% if redeemed within 3 months.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 35.27 36.27 26.1 27.95 0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Fund Manager
Abhinav Khandelwal, Manish Lodha:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Mahindra Manulife Mid Cap Fund - Regular Plan - Growth NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 20.28% 13.95% 21.06%
1 Year 35.27% 12.84% 32.91%
3 Year 26.10% 13.73% 23.47%
5 Year 27.95% 15.28% 26.40%
10 Year 0.00% 12.46% 17.10%
Nav / Index Value as on2024-12-22 3,460.44% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 3.89
Equity 96.11
Company Holding
STATE BANK OF INDIA 3.1
MAX HEALTHCARE INSTITUTE LIMITED 2.83
LTIMINDTREE LIMITED 2.67
INDIAN BANK 2.32
GODREJ INDUSTRIES LIMITED 2.3
PIRAMAL ENTERPRISES LIMITED 2.23
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED 2.11
THE RAMCO CEMENTS LIMITED 2.08
ZOMATO LIMITED 2.08
NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED 2.03
FAQ's of Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
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