Item: Mahindra Manulife Mid Cap Fund Direct Growth
Rating: 5
Author: Morningstar

Home › Mutual Funds › Mahindra Mutual Fund › Mahindra Manulife Mid Cap Fund Direct Growth

31.374 (0.048%)

NAV on April 19, 2024

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 2,202 cr

Turnover Ratio 116.00%

Expense Ratio 0.48%

Exit Load 1.00%if redeemed within
3 Months0.00%if redeemed after 3 Months

Returns

1M: 7.96%
1Y: 62.74%
3M: 7.10%
3Y: 31.00%
6M: 23.89%
5Y: 26.55%

Min Investment 1,000

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ADDITIONAL INFO

Fund Manager Manish Lodha (Since over 3 years) Abhinav Khandelwal (Since about 2 years)

ISIN INF174V01507

Fund Family Mahindra

P/E Ratio 19.18

P/B Ratio 3.09

Launch Date January 23, 2018

Benchmark Nifty Midcap 150 TR INR

SECTOR WEIGHTINGS (%)

Financial 23.21%

Industrial 18.9%

Technology 5.8%

Basic Materials 13.92%

Consumer Cyclical 12.33%

Utilities Services 3.38%

Healthcare Services 11.66%

Energy Services 5.81%

Communication Services 3.26%

Consumer Defensive 0.77%

Real Estate 0.97%

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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Rated
Top Performing

Top Arbitrage Fund Funds

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Quant Mid Cap Fund Growth Option Direct Plan		240.657	68.56%	5,873 cr	0.71%	High

Top Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Mahindra Manulife Mid Cap Fund Direct Growth	31.374	62.74%	2,202 cr	0.48%	Above Average
Motilal Oswal Midcap Direct Growth	91.481	61.46%	8,987 cr	0.61%	Average
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	173.274	55.64%	60,418 cr	0.77%	Below Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	90.077	53.18%	5,115 cr	0.43%	Average
Invesco India Mid Cap Fund Direct Plan Growth Option	154.570	49.59%	5,517 cr	0.58%	Average

Best Arbitrage Fund Funds

NAME		LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Quant Mid Cap Fund Growth Option Direct Plan		240.657	68.56%	5,873 cr	0.71%	High

Best Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Mahindra Manulife Mid Cap Fund Direct Growth	31.374	62.74%	2,202 cr	0.48%	Above Average
Motilal Oswal Midcap Direct Growth	91.481	61.46%	8,987 cr	0.61%	Average
Nippon India Growth Fund - Direct Plan - Growth	3600.121	55.79%	24,796 cr	0.81%	Average
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	173.274	55.64%	60,418 cr	0.77%	Below Average
ICICI Prudential MidCap Fund Direct Plan Growth	271.900	52.86%	5,517 cr	0.96%	Above Average
Baroda Mid-cap Fund Plan B (Direct) Growth Option	17.835	27.39%	92 cr	1.6%	Below Average

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Mahindra Manulife Mid Cap Fund Direct Growth

previously known as Mahindra Manu Mid Cp Unnt Yjn Dir Gr until March 01, 2023