Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 05-01-2018 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.9% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,067.16 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 92% | Exit Load: Exit load of 1% if redeemed within 3 months. |
30.2597
-0 (-0.0132%)
17.86%
Benchmark: 17.27%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.84 |
| Sharpe Ratio | 0.77 |
| Alpha | 0.26 |
| Beta | 0.97 |
| Yield to Maturity | 6.56 |
| Average Maturity | 2.0 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 9.8 | 32.37 | 20.3 | 31.29 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.52 | 33.78 | 21.35 | 31.21 | 15.92 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.58 | 32.8 | 21.94 | 34.9 | 16.57 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.95 | 36.94 | 27.3 | 36.94 | 16.88 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 16.06 | 30.36 | 20.73 | 29.41 | 14.24 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 15.29 | 26.12 | 18.28 | 31.95 | 16.46 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 13.75 | 33.47 | 22.52 | 34.8 | 16.55 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.39 | 32.55 | - | - | - |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 13.03 | 29.35 | 17.51 | 27.93 | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 12.65 | 32.97 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.33%
Others
6.42%
Large Cap
18.22%
Mid Cap
66.03%
Scheme Documents
There are no scheme documents available
