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: 1.87% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,529.04 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 92% | Exit Load: Exit load of 1% if redeemed within 3 months. |
31.9376
0.17 (0.5448%)
19.32%
Benchmark: 17.81%
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 | 15.32 |
| Sharpe Ratio | 1.05 |
| Alpha | 1.48 |
| Beta | 0.96 |
| 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 | 20.62 | 34.95 | 20.61 | 25.81 | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 36.95 | 41.4 | 29.42 | 29.55 | 18.77 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 30.26 | 35.7 | 21.17 | 25.19 | 16.9 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 29.17 | 36.73 | 22.7 | 27.66 | 17.83 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 26.53 | 35.01 | 21.68 | 21.96 | 15.97 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 25.24 | 29.57 | 19.38 | 24.32 | 17.29 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 24.01 | 31.27 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 23.61 | 31.91 | 19.75 | 21.4 | 14.8 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 23.27 | 31.44 | 16.69 | 21.35 | - |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 22.63 | 27.63 | 14.34 | 21.13 | 15.25 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.5%
Others
6.02%
Large Cap
18.07%
Mid Cap
63.41%
Scheme Documents
There are no scheme documents available
