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

35.417 (0.415%)

NAV on January 15, 2025

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 3,529 cr

Turnover Ratio 98.77%

Expense Ratio 0.48%

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

Returns

1M: -8.94%
1Y: 21.01%
3M: -9.86%
3Y: 21.34%
6M: -6.16%
5Y: 27.66%

Min Investment 1,000

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ADDITIONAL INFO

Fund Manager Krishna Sanghavi (Since 3 months) Manish Lodha (Since about 4 years) Kirti Dalvi (Since about 1 month)

ISIN INF174V01507

Fund Family Mahindra

P/E Ratio 25.12

P/B Ratio 3.48

Launch Date January 23, 2018

Benchmark Nifty Midcap 150 TR INR

SECTOR WEIGHTINGS (%)

Financial 22.72%

Industrial 16.74%

Technology 9.56%

Basic Materials 11.25%

Consumer Cyclical 13.0%

Utilities Services 1.76%

Healthcare Services 10.84%

Energy Services 4.48%

Communication Services 3.39%

Consumer Defensive 4.54%

Real Estate 1.73%

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 Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Midcap Direct Growth	115.592	36.23%	22,898 cr	0.65%	Above Average
Invesco India Mid Cap Fund Direct Plan Growth Option	192.370	31.52%	6,150 cr	0.58%	Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	109.702	28.42%	8,280 cr	0.38%	Average
Kotak Emerging Equity Scheme Direct Growth	145.053	24.68%	52,049 cr	0.36%	Below Average
Mahindra Manulife Mid Cap Fund Direct Growth	35.417	21.01%	3,529 cr	0.48%	Above Average
Quant Mid Cap Fund Growth Option Direct Plan	236.819	10.74%	8,891 cr	0.59%	High
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	196.768	18.72%	76,061 cr	0.76%	Below Average