Item: Mahindra Manulife Mid Cap Fund Direct Growth
Rating: 4
Author: Morningstar

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

20.870 (0.031%)

NAV on June 01, 2023

Category Equity:
Mid-Cap

Investment StyleBox

Mid Growth

Total Assets 1,141 cr

Turnover Ratio 79.38%

Expense Ratio 0.63%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: 5.51%
1Y: 18.93%
3M: 9.20%
3Y: 32.46%
6M: 5.62%
5Y: 16.39%

Min Investment 1,000

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ADDITIONAL INFO

Fund Manager Manish Lodha (Since over 2 years) Abhinav Khandelwal (Since over 1 year)

ISIN INF174V01507

Fund Family Mahindra

P/E Ratio 17.81

P/B Ratio 2.58

Launch Date January 23, 2018

Benchmark IISL Nifty Midcap 150 TR INR

SECTOR WEIGHTINGS (%)

Financial 17.4%

Industrial 21.02%

Technology 5.76%

Basic Materials 15.76%

Consumer Cyclical 21.91%

Utilities Services 4.1%

Healthcare Services 7.24%

Energy Services 1.03%

Communication Services 2.03%

Consumer Defensive 1.45%

Real Estate 2.30%

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
Edelweiss Mid Cap Fund Direct Plan Growth Option	63.284	20.07%	2,787 cr	0.52%	Average
SBI Magnum Midcap Fund Direct Growth	175.513	19.44%	9,370 cr	—	Average
Kotak Emerging Equity Scheme Direct Growth	90.693	17.52%	25,972 cr	0.41%	Below Average
PGIM India Midcap Opportunities Fund Direct Growth	50.680	12.80%	8,072 cr	0.43%	Above Average
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	120.117	26.70%	36,912 cr	0.94%	Average

Best Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Midcap 30 Direct Growth	62.678	28.22%	4,033 cr	0.76%	Average
Baroda Mid-cap Fund Plan B (Direct) Growth Option	17.835	27.39%	92 cr	1.6%	Below Average
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	120.117	26.70%	36,912 cr	0.94%	Average
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option	86.190	20.90%	77 cr	2.23%	Above Average
Franklin India Prima Fund Direct Growth	1787.218	20.70%	7,531 cr	0.81%	Average
Nippon India Growth Fund - Direct Plan - Growth	2501.287	20.53%	14,143 cr	0.85%	Average
SBI Magnum Midcap Fund Direct Growth	175.513	19.44%	9,370 cr	—	Average