Mahindra Manulife Mid Cap Fund Direct Growth

Mahindra Manulife Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
+25.71%
3Y annualised
-1.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹38.36
Min. SIP amount
₹500
Fund size
₹4,294.84 Cr
Expense ratio
0.45%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,686
-3.86%
3 years₹1,80,000₹2,47,408
+37.45%
5 years₹3,00,000₹5,59,062
+86.35%

Holdings (64)

NameSectorInstrumentsAssets
Glenmark Pharmaceuticals Ltd.HealthcareEquity3.11%
Indian BankFinancialEquity2.90%
Max Financial Services Ltd.FinancialEquity2.62%
The Federal Bank Ltd.FinancialEquity2.59%
IDFC First Bank Ltd.FinancialEquity2.54%
Piramal Finance Ltd.FinancialEquity2.49%
AIA Engineering Ltd.Metals & MiningEquity2.48%
UNO Minda Ltd.AutomobileEquity2.38%
Indusind Bank Ltd.FinancialEquity2.26%
APL Apollo Tubes Ltd.Metals & MiningEquity2.24%
Union Bank of IndiaFinancialEquity2.22%
JK Cement Ltd.ConstructionEquity2.17%
Blue Star Ltd.Consumer DiscretionaryEquity2.16%
Nippon Life India Asset Management Ltd.FinancialEquity2.13%
Kei Industries Ltd.Capital GoodsEquity2.04%
Astral Ltd.ChemicalsEquity1.96%
Indus Towers Ltd.CommunicationEquity1.91%
Mphasis Ltd.TechnologyEquity1.90%
Tube Investments Of India Ltd.AutomobileEquity1.87%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.87%
Marico Ltd.Consumer StaplesEquity1.77%
Bharti Hexacom Ltd.CommunicationEquity1.76%
JSW Energy Ltd.Capital GoodsEquity1.72%
L&T Finance Ltd.FinancialEquity1.69%
Anthem Biosciences Ltd.HealthcareEquity1.68%
Coforge Ltd.TechnologyEquity1.60%
Alkem Laboratories Ltd.HealthcareEquity1.59%
NMDC Ltd.Metals & MiningEquity1.57%
Aditya Birla Capital Ltd.FinancialEquity1.54%
Godrej Properties Ltd.ConstructionEquity1.53%
Shriram Finance LtdFinancialEquity1.48%
SRF Ltd.ChemicalsEquity1.47%
Triveni Turbine Ltd.ConstructionEquity1.47%
Varun Beverages Ltd.Consumer StaplesEquity1.46%
Hexaware Technologies Ltd.TechnologyEquity1.38%
ITC Hotels Ltd.ServicesEquity1.32%
Lupin Ltd.HealthcareEquity1.30%
Aster DM Healthcare Ltd.HealthcareEquity1.25%
Oil India Ltd.EnergyEquity1.24%
Biocon Ltd.HealthcareEquity1.20%
Fortis Healthcare Ltd.HealthcareEquity1.18%
Persistent Systems Ltd.TechnologyEquity1.18%
Belrise Industries Ltd.AutomobileEquity1.18%
Equitas Small Finance Bank Ltd.FinancialEquity1.16%
Schaeffler India Ltd.Capital GoodsEquity1.16%
Solar Industries India Ltd.ChemicalsEquity1.13%
Radico Khaitan Ltd.Consumer StaplesEquity1.11%
LIC Housing Finance Ltd.FinancialEquity1.11%
Minda Corporation Ltd.AutomobileEquity1.07%
Kajaria Ceramics Ltd.ConstructionEquity1.05%
Kirloskar Brothers Ltd.Capital GoodsEquity1.00%
Suzlon Energy Ltd.Capital GoodsEquity0.98%
Torrent Power Ltd.EnergyEquity0.96%
Dalmia Bharat Ltd.ConstructionEquity0.96%
Ceat Ltd.AutomobileEquity0.94%
Mahindra Manulife Liquid Fund Direct -GrowthNAMutual Fund0.93%
Page Industries Ltd.TextilesEquity0.92%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.91%
JSW Infrastructure Ltd.ServicesEquity0.84%
PNB Housing Finance Ltd.FinancialEquity0.82%
Atul Ltd.ChemicalsEquity0.73%
Sri Lotus Developers and Realty Ltd.ConstructionEquity0.72%
Havells India Ltd.Capital GoodsEquity0.66%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.60%
See All

Minimum investments

Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+5.1%+25.7%+24.1%+18.4%
Category average (Equity Mid Cap)+2.0%+21.6%+21.5%--
Rank (Equity Mid Cap)2754--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 3 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
+8.21%+27.24%4,447.55
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
+6.46%+26.96%12,646.93
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth
-7.55%+26.11%36,880.18
HDFC Mid Cap Fund Direct Growth
HDFC Mid Cap Fund Direct Growth
+9.18%+25.64%92,641.55
JM Midcap Fund Direct Growth
JM Midcap Fund Direct Growth
-2.70%+24.68%1,178.20
Compare

Fund management

KS
Krishna Sanghavi
Oct 2024 - Present
View details

Education
Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.
Experience
Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd..

KD
Kirti Dalvi
Dec 2024 - Present
View details

About Mahindra Manulife Mid Cap Fund Direct Growth

Mahindra Manulife Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 04 Feb 2016. Krishna Sanghavi is the Current Fund Manager of Mahindra Manulife Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,742 Cr and the Latest NAV as of 09 Jan 2026 is ₹38.36. The Mahindra Manulife Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. Exit load of 1% if redeemed within 3 months. ;

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.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#28 in India
Total AUM₹4,742.00 Cr
Date of Incorporation04 Feb 2016
Phone022-66327900
Launch Date04 Feb 2016
Address1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
CustodianDeutsche Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,