Mahindra Manulife Mid Cap Fund Regular Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹5,186.23 Cr
Expense Ratio
2.03%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
23 Jan 2018
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.96% | -- |
| 3 Months | -2.46% | -- |
| 6 Months | +10.45% | -- |
| 1 Year | +5.81% | +5.81% |
| 2 Years | -- | -0.07% |
| 3 Years | +52.52% | +15.11% |
| 5 Years | +103.82% | +15.31% |
| Since Launch | +250.6% | +15.62% |
Holdings as on 16 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Federal Bank | 194.61 | 3.60 |
| Indusind Bank | 182.12 | 3.37 |
| Coforge | 152.05 | 2.81 |
| Aditya Birla Capital | 152.03 | 2.81 |
| L&T Finance | 150.74 | 2.79 |
| Glenmark Pharmaceuticals | 139.94 | 2.59 |
| KEI Industries | 138.65 | 2.56 |
| Nippon Life India Asset Management | 136.52 | 2.53 |
| PB Fintech | 136.19 | 2.52 |
| IDFC First Bank | 115.42 | 2.13 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.72
Sharpe Ratio
17.19%
Std. Deviation
7.69%
Tracking Error
4.81%
Alpha
0.80
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Mahindra Manulife Mid Cap Fund Regular Growth | +5.81% | +15.11% | +15.31% |
| Baroda BNP Paribas Mid Cap Fund Regular Plan Growth | +7.32% | +14.46% | +13.07% |
| Tata Mid Cap Fund Regular Growth | +3.33% | +12.9% | +12.83% |
| Aditya Birla Sun Life Mid Cap Fund Growth | +4.01% | +12.86% | +12.26% |
| Canara Robeco Mid Cap Fund Regular Growth | +2.34% | +14.71% | -- |
Results are calculated on CAGR basis
About Fund
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.
The Mahindra Manulife Mid Cap Fund Regular Growth has an AUM of 5186.23 crores & has delivered CAGR of 15.31 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.03%. The minimum investment in Mahindra Manulife Mid Cap Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Federal Bank, Indusind Bank, Coforge, Aditya Birla Capital.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Misc. Capital Goods, Biotechnology & Drugs.
Some of the similar funds are Mahindra Manulife Mid Cap Fund Regular Growth, Baroda BNP Paribas Mid Cap Fund Regular Plan Growth, Tata Mid Cap Fund Regular Growth, Aditya Birla Sun Life Mid Cap Fund Growth, Canara Robeco Mid Cap Fund Regular Growth. Mahindra Manulife Mid Cap Fund Regular Growth has a sharpe ratio of 0.72 & a standard deviation of 17.19%.
FAQs
According to the morning star rating Mahindra Manulife Mid Cap Fund Regular Growth has a Medium risk & Exceptional return.
Mahindra Manulife Mid Cap Fund Regular Growth is managed by Krishna Sanghavi,Neelesh Dhamnaskar,Kirti Dalvi.
The expense ratio of Mahindra Manulife Mid Cap Fund Regular Growth is 2.03%.
The 5 year annualized return on Mahindra Manulife Mid Cap Fund Regular Growth is 15.31% & it has generated 5.81% in the last 1 year.
The minimum investment in Mahindra Manulife Mid Cap Fund Regular Growth is 1000 Rs.
Mahindra Manulife Mid Cap Fund Regular Growth has an AUM of 5186.23 crores.
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