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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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Category: Equity: Mid Cap
Launch Date: 05-01-2018
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 2.07% As on (31-10-2023)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,553.59 Cr As on (31-10-2023)
Turn over: 102
NAV as on 24-11-2023

23.7503

0.04 (0.176%)

CAGR Since Inception

17.45%

NIFTY Midcap 150 TRI 17.32%

PERFORMANCE of Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 24-11-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 33.78 29.84 21.59 - 17.45
NIFTY MIDCAP 150 TRI 33.25 29.84 21.72 21.82 17.32
Equity: Mid Cap 26.27 26.08 19.84 20.43 19.14

Yearly Performance (%)

Nav Movement

Fund Managers

Abhinav Khandelwal, Manish Lodha

Investment Objective

The scheme seeks 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.

RETURNS CALCULATOR for Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 16.2 1.47 0.44 0.98 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 24-11-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 33.78 16.76 29.84 21.59 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 34.37 18.24 30.92 23.05 20.38
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 34.25 22.26 30.6 21.65 22.1
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 30.81 14.86 25.21 20.9 21.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 30.13 0.0 0.0 0.0 0.0
HSBC Midcap Fund - Regular Growth 09-08-2004 29.85 14.15 21.9 15.87 20.75
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 29.79 21.57 33.45 23.3 0.0
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 29.7 15.59 24.12 19.28 20.16
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 28.63 15.78 26.19 17.02 19.58
DSP Midcap Fund - Regular Plan - Growth 05-11-2006 27.17 9.98 17.65 16.91 19.64

PORTFOLIO ANALYSIS of Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Asset Allocation (%)