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

38.793 (-0.670%)

NAV on September 19, 2024

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 3,293 cr

Turnover Ratio 98.77%

Expense Ratio 0.43%

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

Returns

1M: 2.71%
1Y: 53.47%
3M: 8.43%
3Y: 28.90%
6M: 33.49%
5Y: 34.12%

Min Investment 1,000

Buy Now Start SIP

ADDITIONAL INFO

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

ISIN INF174V01507

Fund Family Mahindra

P/E Ratio 25.82

P/B Ratio 4.08

Launch Date January 23, 2018

Benchmark Nifty Midcap 150 TR INR

SECTOR WEIGHTINGS (%)

Financial 18.02%

Industrial 14.49%

Technology 9.74%

Basic Materials 12.54%

Consumer Cyclical 16.11%

Utilities Services 1.51%

Healthcare Services 11.73%

Energy Services 5.40%

Communication Services 4.81%

Consumer Defensive 4.39%

Real Estate 1.27%

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	120.142	67.93%	15,940 cr	0.60%	Above Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	116.073	60.32%	7,401 cr	0.38%	Average
Invesco India Mid Cap Fund Direct Plan Growth Option	202.340	58.42%	6,149 cr	0.58%	Average
Mahindra Manulife Mid Cap Fund Direct Growth	38.793	53.47%	3,293 cr	0.43%	Above Average
Quant Mid Cap Fund Growth Option Direct Plan	268.566	48.06%	9,367 cr	0.58%	High
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	209.877	46.15%	75,296 cr	0.72%	Below Average

Best Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Mahindra Manulife Mid Cap Fund Direct Growth	38.793	53.47%	3,293 cr	0.43%	Above Average
LIC MF Midcap Fund Direct Growth	33.984	52.57%	328 cr	1.57%	Above Average
Quant Mid Cap Fund Growth Option Direct Plan	268.566	48.06%	9,367 cr	0.58%	High
Baroda Mid-cap Fund Plan B (Direct) Growth Option	17.835	27.39%	92 cr	1.6%	Below Average

Other plans of Mahindra Manulife Mid Cap Fund

Other Equity funds by Mahindra

Mahindra Manulife Flexi Cap Fund Direct Growth

Flexi Cap
Mahindra Manulife ELSS Tax Saver Fund Direct Plan Growth

ELSS (Tax Savings)
Mahindra Manulife Consumption Fund Direct Growth

Equity - Consumption
Mahindra Manulife Multi Cap Fund Direct Plan Growth

Multi-Cap

Mahindra Manulife Mid Cap Fund Direct Growth

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