Mahindra Manulife Mid Cap Fund Regular Growth

• Alpha 4.81%
• Beta 0.80
• Sharpe Ratio1.10
• Std Deviation 15.31%
• Tracking Error 7.69%

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.

The Mahindra Manulife Mid Cap Fund Regular Growth has an AUM of 3529.04 crores & has delivered CAGR of 25.81% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.37%. 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 top holdings of the fund include Triparty Repo, Persistent Systems, Max Healthcare Institute & State Bank Of India.

The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Software & Programming & Misc. Capital Goods.

Some of the similar funds are Mahindra Manulife Mid Cap Fund Regular Growth, Tata Mid Cap Growth Fund Regular Growth, Aditya Birla Sun Life Mid Cap Fund Growth, WhiteOak Capital Mid Cap Fund Regular Growth, Canara Robeco Mid Cap Fund Regular Growth. Mahindra Manulife Mid Cap Fund Regular Growth has a sharpe ratio of 1.10 & a standard deviation of 15.31%.