Mar 23, 2023

Mahindra Manulife Mid Cap Fund (G)

Equity - Diversified | INF174V01473

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AUM (Cr.)

1,060.84

Exit Load (%)

1.00

Min Inv Lumpsum

1,000

Expense Ratio

2.35

Sharpe Ratio

3.17

Beta Ratio

0.00

Fund Manager

Abhinav Khandelwal

Inception Date

Jan 30, 2018

Risk Level

Very High

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.

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S&P BSE Mid-Cap

Return Calculator

Investment Type

SIP Lumpsum

Company

periodic returns
Peer Comparison

Returns Type	1 Month (%)	6 Months (%)	1 Year (%)	3 Years (%)	5 Years (%)	Since Inception (%)
Scheme - Mahindra Manulife Mid Cap Fund (G)	-1.01	-3.12	1.7	34.51	13.05	11.06
Benchmark - S&P BSE Mid-Cap	11.72	0.55	12.43	-0.21	7.13	0
Category Average - BEST EQUITY PERFORMERS	-2.31	-5.38	1.59	35.63	11.86	13.19
Category Rank	10/4	10/4	6/4	3/4	4/4	4/4

Fund Name	Nav ()	Chg (%)	1Y Return(%)	3Y Return(%)	5Y Return(%)	AUM ( in Crs)	Exp. Ratio (%)	Min.Invst()	Action
Bandhan Midcap Fund (G)	9.5070	-0.06	0.00	0.00	0.00	625.64	2.51	1,000.00	invest
Bandhan Midcap Fund (IDCW)	9.5070	-0.07	0.00	0.00	0.00	625.64	2.51	1,000.00	invest
Edelweiss Mid Cap Fund (G)	50.2460	-0.09	2.88	39.38	12.55	2,530.97	2.12	5,000.00	invest
HSBC Midcap Fund (G)	201.2353	-0.11	0.72	29.96	8.04	6,980.71	1.87	5,000.00	invest
Nippon India Growth Fund - (IDCW)	71.2991	-96.41	3.65	36.87	13.39	13,409.61	1.83	100.00	invest

Asset Allocation

		Val (Cr.)	Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name	As on Date	Invested Amt (Cr)	% Portfolio Weight	Change (%) (Invested Amt.)
Equity-Federal Bank	Jan 31, 2023	42.02	3.95	-3.31
Equity-Grindwell Norton	Jan 31, 2023	30.12	2.83	11.96
Equity-Max Healthcare	Jan 31, 2023	28.71	2.70	0.49
Equity-Abbott India	Jan 31, 2023	26.79	2.52	-2.57
Equity-Punjab Natl.Bank	Jan 31, 2023	26.45	2.49	-5.14
Equity-Bharat Forge	Jan 31, 2023	26.40	2.48	-0.65
Equity-Cummins India	Jan 31, 2023	26.26	2.47	4.01
Reverse Repo-TREPS	Jan 31, 2023	26.19	2.46	129.70
Equity-Persistent Sys	Jan 31, 2023	25.73	2.42	21.10
Equity-Schaeffler India	Jan 31, 2023	25.03	2.35	-1.99

latest news

Mahindra Manulife MF Announces change in scheme name under its schemes

Mahindra Manulife Mutual Fund has announced change in scheme name under the...

Mar 02, 2023 14:49

Mahindra Manulife MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Mahindra Manulife Mutual Fund has announced 27 February 2023 as the record ...

Feb 24, 2023 09:28

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Feb 03, 2023 12:14

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Mahindra Manulife Mutual Fund has announced change in scheme name, type, be...

Jan 19, 2023 14:34

Mahindra Manulife Equity Savings Dhan Sanchay Yojana Announces change in the name and fund manager

Mahindra Manulife Mutual Fund has announced that change in the name and fun...

Nov 18, 2022 09:33

Mahindra Manulife Asia Pacific REITs FOF Announces change in fund manager