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

34.617 (-0.341%)

NAV on May 09, 2025

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 3,553 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: 6.71%
1Y: 8.33%
3M: -0.43%
3Y: 25.62%
6M: -6.95%
5Y: 32.23%

Min Investment 1,000

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ADDITIONAL INFO

Fund Manager Krishna Sanghavi (Since 7 months) Manish Lodha (Since over 4 years) Kirti Dalvi (Since 5 months)

ISIN INF174V01507

Fund Family Mahindra

P/E Ratio 24.81

P/B Ratio 3.56

Launch Date January 23, 2018

Benchmark Nifty Midcap 150 TR INR

SECTOR WEIGHTINGS (%)

Financial 19.26%

Industrial 14.51%

Technology 6.52%

Basic Materials 9.0%

Consumer Cyclical 15.19%

Utilities Services 3.63%

Healthcare Services 11.78%

Energy Services 7.02%

Communication Services 3.84%

Consumer Defensive 9.26%

Real Estate 0.00%

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	108.790	19.29%	27,780 cr	0.64%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	106.858	18.84%	8,634 cr	0.39%	Average
Invesco India Mid Cap Fund Direct Plan Growth Option	185.730	18.47%	10,602 cr	0.65%	Average
Kotak Emerging Equity Scheme Direct Growth	138.958	12.43%	48,129 cr	0.44%	Average
Mahindra Manulife Mid Cap Fund Direct Growth	34.617	8.33%	3,553 cr	0.48%	Average
Quant Mid Cap Fund Growth Option Direct Plan	231.159	-5.24%	8,776 cr	0.64%	High
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	193.533	11.04%	72,610 cr	0.89%	Below Average

Best Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Baroda Mid-cap Fund Plan B (Direct) Growth Option	17.835	27.39%	92 cr	1.6%	Below Average
Motilal Oswal Midcap Direct Growth	108.790	19.29%	27,780 cr	0.64%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	106.858	18.84%	8,634 cr	0.39%	Average
Invesco India Mid Cap Fund Direct Plan Growth Option	185.730	18.47%	10,602 cr	0.65%	Average
Franklin India Prima Fund Direct Growth	2862.296	14.15%	11,443 cr	1.06%	Below Average
Nippon India Growth Fund - Direct Plan - Growth	4117.450	11.63%	33,175 cr	0.8%	Average
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	193.533	11.04%	72,610 cr	0.89%	Below Average