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

17.468 (0.217%)

NAV on May 18, 2022

Category Equity:
Mid-Cap

Investment StyleBox

Mid Growth

Total Assets 922 cr

Turnover Ratio 88.52%

Expense Ratio 0.65%

Exit Load -

Returns

1M: -7.61%
1Y: 13.51%
3M: -2.72%
3Y: 23.76%
6M: -7.05%
5Y: N/A

Min Investment 1,000

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ADDITIONAL INFO

Fund Manager V Balasubramanian (Since almost 4 years) Manish Lodha (Since over 1 year) Abhinav Khandelwal (Since 4 months)

ISIN INF174V01507

Fund Family Mahindra

P/E Ratio 21.29

P/B Ratio 2.66

Launch Date January 23, 2018

Benchmark IISL Nifty Midcap 150 TR INR

SECTOR WEIGHTINGS (%)

Financial 19.9%

Industrial 24.66%

Technology 3.02%

Basic Materials 18.84%

Consumer Cyclical 17.5%

Utilities Services 1.5%

Healthcare Services 5.32%

Energy Services 1.18%

Communication Services 2.85%

Consumer Defensive 3.41%

Real Estate 1.82%

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	43.690	18.05%	5,012 cr	0.46%	Above Average
Axis Midcap Fund Direct Plan Growth	69.490	10.27%	17,679 cr	0.46%	Low
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	92.701	10.89%	31,837 cr	1.00%	Average

Best Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Midcap 30 Direct Growth	47.985	32.50%	2,751 cr	0.93%	Above Average
Baroda Mid-cap Fund Plan B (Direct) Growth Option	17.835	27.39%	92 cr	1.6%	Below Average
SBI Magnum Midcap Fund Direct Growth	144.706	20.29%	7,136 cr	1.01%	Above Average
PGIM India Midcap Opportunities Fund Direct Growth	43.690	18.05%	5,012 cr	0.46%	Above Average
Kotak Emerging Equity Scheme Direct Growth	75.851	15.17%	19,303 cr	0.47%	Average
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option	92.701	10.89%	31,837 cr	1.0%	Average