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

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

16.422 (0.342%)

NAV on June 22, 2021

Category Equity:
Mid-Cap

Investment StyleBox

Mid Growth

Total Assets 705 cr

Turnover Ratio 60.76%

Expense Ratio 0.79%

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

Returns

1M: 5.87%
1Y: 74.98%
3M: 16.66%
3Y: 19.32%
6M: 39.80%
5Y: N/A

Min Investment 1,000

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ADDITIONAL INFO

Fund Manager V Balasubramanian (Since almost 3 years) Manish Lodha (Since 6 months)

ISIN INF174V01507

Fund Family Mahindra

P/E Ratio 23.56

P/B Ratio 2.92

Launch Date January 23, 2018

Benchmark S&P BSE Midcap TR INR

SECTOR WEIGHTINGS (%)

Financial 19.93%

Industrial 20.17%

Technology 3.27%

Basic Materials 18.46%

Consumer Cyclical 19.98%

Utilities Services 6.83%

Healthcare Services 6.32%

Energy Services 0.00%

Communication Services 0.00%

Consumer Defensive 2.74%

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
PGIM India Midcap Opportunities Fund Direct Growth	39.440	101.95%	1,615 cr	0.41%	Above Average
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option	70.820	63.82%	72 cr	2.17%	Below Average
Invesco India Mid Cap Fund Direct Plan Growth Option	85.750	63.18%	1,574 cr	0.80%	Below Average
Axis Midcap Fund Direct Plan Growth	66.650	62.20%	11,834 cr	0.52%	Low
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	87.002	71.83%	28,672 cr	1.07%	Average

Best Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
PGIM India Midcap Opportunities Fund Direct Growth	39.440	101.95%	1,615 cr	0.41%	Above Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	48.487	86.12%	1,359 cr	0.69%	Average
Mahindra Manulife Mid Cap Unnati Yojana Direct Growth	16.422	74.98%	705 cr	0.79%	Low
Axis Midcap Fund Direct Plan Growth	66.650	62.20%	11,834 cr	0.52%	Low

Other plans of Mahindra Manu Md Cp Unnati Yojana

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Mahindra Manulife Mid Cap Unnati Yojana Direct Growth