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Mahindra Manulife Mid Cap Fund Direct Growth

Growth
EquityMid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,397 Cr
Very High RiskPrinciple investment will be at very high risk
34.290.92% (+0.31)

Mahindra Manulife Mid Cap Fund NAV Price Chart

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Returns
0.00%
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EquityMid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,397 Cr
Very High RiskPrinciple investment will be at very high risk

Mahindra Manulife Mid Cap Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4846.030.31
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3353.320.37

Mahindra Manulife Mid Cap Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 3M Nil after 3M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Mahindra Manulife Mid Cap Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Mahindra Manulife Mid Cap Fund8.96%21.55%18.62%
HDFC Mid-Cap Opportunities Fund9.95%23.70%20.85%
Kotak Emerging Equity Fund12.45%18.28%20.41%
Nippon India Growth Fund13.66%22.98%18.58%

Mahindra Manulife Mid Cap Fund Returns Comparison

Compare Mahindra Manulife Mid Cap Fund with any MF, ETF, stock or index
Compare Mahindra Manulife Mid Cap Fund with any MF, ETF, stock or index
Mahindra Manulife Mid Cap Fund
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Mahindra Manulife Mid Cap Fund Asset Allocation

Actual

Target

Jun 2024

Sep 2024

Dec 2024

Mar 2025

ACTUAL
Cash & EquivalentsEquity7.47%92.53%

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

Mahindra Manulife Mid Cap Fund Sector Distribution

+30 moreOthersHome Electronics & AppliancesPrivate BanksPharmaceuticalsAuto Parts66.43 %5.89 %5.92 %6.35 %7.43 %7.97 %

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

Mahindra Manulife Mid Cap Fund Sector Weightage

Dec 23Mar 24Jun 24Sep 24Dec 24Mar 257.05%3.79%7.53%7.68%5.29%7.97%
Auto Parts as a % of total holdings for last six quarters
Tickertape Separator

Mahindra Manulife Mid Cap Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Mahindra Manulife Mid Cap Fund

Mahindra Asset Management Company Private Ltd. (MAMCPL) is established under the Companies Act, 1956. The company is the asset manager of Mahindra Mutual Fund, established as a trust under the Indian Trusts Act, 1882. It is registered with SEBUI under the registration number MF/069/16/01.

  • No.of Schemes

    24

  • Total AUM

    ₹ 27,411.35 Cr.

Mahindra Manulife Mid Cap Fund Fund Manager Profile

Kirti Dalvi

AUM:  ₹3,397.92 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Krishna Sanghavi

AUM:  ₹10,266.20 Cr.

Sum of AUMs of all funds managed by the fund manager

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Exp: 17yrs

Manish Lodha

AUM:  ₹19,906.88 Cr.

Sum of AUMs of all funds managed by the fund manager

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Exp:

Mahindra Manulife Mid Cap Fund Manager Performance (0)

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Mahindra Manulife Mid Cap Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Mahindra Manulife Mid Cap Fund Review & Opinions

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Frequently asked questions

  1. What is the current price / NAV of Mahindra Manulife Mid Cap Fund?

    The current NAV of Mahindra Manulife Mid Cap Fund is ₹34.29, as of 17th April 2025.

  2. What are the returns of Mahindra Manulife Mid Cap Fund?

    The Mahindra Manulife Mid Cap Fund was launched on 30th January 2018. This mutual fund's past returns are as follows:
    • 1 Year Returns: 8.96%
    • 3 Year Returns: 21.55%
    • 5 Year Returns: 31.70%

  3. What are the top 5 sectoral holdings of Mahindra Manulife Mid Cap Fund?

    The top sectors Mahindra Manulife Mid Cap Fund has invested in are as follows:
    • Auto Parts | 7.97%
    • Pharmaceuticals | 7.43%
    • Private Banks | 6.35%
    • Home Electronics & Appliances | 5.92%
    • Others | 5.89%
    This data is as on 17th April 2025.

  4. What are the top 5 holdings of Mahindra Manulife Mid Cap Fund?

    The top 5 holdings for Mahindra Manulife Mid Cap Fund are as follows:
    • Net Receivables / (Payables) | 4.52%
    • Max Healthcare Institute Ltd | 3.23%
    • Triparty Repo | 2.95%
    • State Bank of India | 2.40%
    • Indian Bank | 2.23%
    This data is as on 17th April 2025.

  5. What is the asset allocation of Mahindra Manulife Mid Cap Fund?

    The asset allocation for Mahindra Manulife Mid Cap Fund is as follows:
    • Equity | 92.53%
    • Cash & Equivalents | 7.47%
    This data is as on 17th April 2025.

  6. What is the AUM of Mahindra Manulife Mid Cap Fund?

    The AUM (i.e. assets under management) of Mahindra Manulife Mid Cap Fund is ₹3397.92 Cr as of 17th April 2025.

  7. What is the expense ratio of Mahindra Manulife Mid Cap Fund?

    The expense ratio of Mahindra Manulife Mid Cap Fund Plan is 0.48 as of 17th April 2025.

  8. What is the alpha ratio of Mahindra Manulife Mid Cap Fund?

    The alpha ratio for the Mahindra Manulife Mid Cap Fund is 0.43

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Mahindra Manulife Mid Cap Fund?

    The volatility or standard deviation for the Mahindra Manulife Mid Cap Fund is 19.56

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Mahindra Manulife Mid Cap Fund?

    The Sharpe ratio for the Mahindra Manulife Mid Cap Fund is 0.31

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Mahindra Manulife Mid Cap Fund?

    The Sortino Ratio for the Mahindra Manulife Mid Cap Fund is 0.03

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Mahindra Manulife Mid Cap Fund?

    The PE ratio of Mahindra Manulife Mid Cap Fund is 46.03, while category PE ratio is 53.32.