Mahindra Manulife Mid Cap Fund - Direct - Growth

Equity | Mid Cap

(NAV as of 08/10/2024)

38.37 (1.91)

3Y Returns

26.44%

Min SIP

₹500

Min Lumpsum

₹1000

Expense Ratio

0.51%

Fund Size

₹1903 Cr

Inception Date

30-Jan-18

Fund Manager

Abhinav Khandelwal

Exit Load

1% on or before 3M, Nil after 3M.

Wealthzi View

Fund Traits

Zi Tags

Description

Overall Fund Zi Tag

Asset Allocation

Equity

95.04%

Debt & Others

4.96%

Market Cap Allocation

Large Cap

16.75%

Mid Cap

60.73%

Small Cap

17.56%

Other Cap

4.96%

Sector Allocation

Finance

13.79%

Pharmaceuticals

7.77%

Automobiles

6.79%

Industrial Products

6.02%

Banks

5.76%

Top Ten Holdings

REC Ltd

3.91%

Triparty Repo

3.30%

NHPC Ltd

2.94%

Lupin Ltd

2.54%

Aurobindo Pharma Ltd

2.39%

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 & Equityrelated Securities And Derivatives Predominantly In Mid Cap Companies. However, There Can Be Noassurance That The Investment Objective Of The Scheme Will Be Achieved.

Fund House Detail

AMC Name

Mahindra Manulife Investment Management Private Limited

Scheme Document

https://www.mahindramanulife.com/downloads#SIDSAI

Address

4th Floor, A-Wing, Mahindra TowersDr. G M Bhosle Marg, P K Kurne Chowk,Mumbai-400018

Similar Funds

Fund

Zi Tag

Mahindra Manulife Mid Cap Fund - Direct - Growth

52.69%

26.44%

32%

Motilal Oswal Midcap Fund - Direct Growth

72.15%

36.52%

35.25%

Quant Mid Cap Fund Direct Plan - Growth

47.76%

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38.82%

Motilal Oswal Large And Midcap Fund-Direct Growth

60.17%

27.96%

Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option

45.38%

27.36%

31.47%

Similar Funds

Mahindra Manulife Mid Cap Fund - Direct - Growth

52.69%

26.44%

32%

Motilal Oswal Midcap Fund - Direct Growth

72.15%

36.52%

35.25%

Quant Mid Cap Fund Direct Plan - Growth

47.76%

28.93%

38.82%

Motilal Oswal Large And Midcap Fund-Direct Growth

60.17%

27.96%

Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option

45.38%

27.36%

31.47%

Edelweiss Mid Cap Fund - Direct Plan Growth Option

61.07%

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Quant Large And Mid Cap Fund Direct Plan - Growth

53.67%

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30.82%

Nippon India Growth Fund Direct Plan Growth Plan Growth

52.04%

26.06%

32.44%

Invesco India Midcap Fund - Direct Plan Growth

58.87%

25.78%

31.06%

Bandhan Core Equity Fund-Growth-(Direct Plan)

53.49%

25.6%

27.4%

Sundaram Mid Cap Fund Direct Growth

53.54%

25.41%

27.41%

Iti Mid Cap Fund- Direct Plan- Growth

59.31%

23.97%

Kotak Emerging Equity Fund - Direct Plan - Growth

47.46%

23.62%

30.64%

Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth

45.48%

23.02%

26.93%

Invesco India Growth Opportunities Fund - Direct Plan Growth

58.73%

22.87%

24.56%

Hdfc Large And Mid Cap Fund - Direct Plan - Growth

41.66%

22.74%

26.88%

Tata Mid Cap Growth Fund Direct Plan Growth

43.36%

22.56%

28.47%

Uti Core Equity Fund - Direct Growth Plan

47.85%

22.53%

26.73%

Icici Prudential Midcap Fund - Direct Plan - Growth

52.87%

22.07%

27.92%

Sbi Magnum Midcap Fund - Direct Plan - Growth

35.09%

21.91%

30.34%

Kotak Equity Opportunities Fund - Direct Plan - Growth

41.04%

21.51%

25.5%

Mirae Asset Midcap Fund - Direct Plan - Growth

39.83%

21.34%

30.54%

Franklin India Prima Fund - Direct Growth

50.55%

21.12%

25.87%

Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan

45.26%

20.73%

26.82%

Hsbc Large & Mid Cap Fund-Direct Plan Growth

48.23%

20.43%

25.02%

Union Midcap Fund - Direct Plan - Growth

43.39%

20.34%

Dsp Equity Opportunities Fund - Direct Plan - Growth

47.4%

20.2%

24.42%

Nippon India Vision Fund Direct Plan Growth Plan Growth

46.71%

20.04%

24.23%

Edelweiss Large And Mid Cap Fund - Direct Plan Growth

43.75%

19.92%

25.06%

Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth

48.25%

19.91%

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