Mahindra Manulife Mid Cap Fund Growth

Mahindra Manulife Mid Cap Fund Growth

+23.39%
3Y annualised
-0.46% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Apr '26
₹33.20
Min. for SIP
₹500
Fund size (AUM)
₹4,098.63 Cr
Expense ratio
1.85%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹28,573
-4.76%
1 year₹60,000₹57,846
-3.59%
3 years₹1,80,000₹1,99,419
+10.79%
5 years₹3,00,000₹4,23,712
+41.24%

Holdings (58)

NameSectorInstrumentsAssets
Glenmark Pharmaceuticals Ltd.HealthcareEquity3.42%
The Federal Bank Ltd.FinancialEquity3.03%
Indusind Bank Ltd.FinancialEquity2.91%
Indus Towers Ltd.CommunicationEquity2.51%
Max Financial Services Ltd.FinancialEquity2.45%
JSW Energy Ltd.Capital GoodsEquity2.42%
AIA Engineering Ltd.Metals & MiningEquity2.41%
Kei Industries Ltd.Capital GoodsEquity2.38%
Astral Ltd.ChemicalsEquity2.37%
Indian BankFinancialEquity2.35%
Blue Star Ltd.Consumer DiscretionaryEquity2.30%
Nippon Life India Asset Management Ltd.FinancialEquity2.28%
JK Cement Ltd.ConstructionEquity2.27%
Tube Investments Of India Ltd.AutomobileEquity2.20%
Oil India Ltd.EnergyEquity2.12%
PB Fintech Ltd.ServicesEquity2.07%
Anthem Biosciences Ltd.HealthcareEquity2.04%
APL Apollo Tubes Ltd.Metals & MiningEquity2.02%
UNO Minda Ltd.AutomobileEquity2.00%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.98%
Bank of MaharashtraFinancialEquity1.97%
Piramal Finance Ltd.FinancialEquity1.93%
IDFC First Bank Ltd.FinancialEquity1.93%
Marico Ltd.Consumer StaplesEquity1.82%
Larsen & Toubro Ltd.ConstructionEquity1.81%
L&T Finance Ltd.FinancialEquity1.73%
GE Vernova T&D India LtdCapital GoodsEquity1.62%
Alkem Laboratories Ltd.HealthcareEquity1.60%
SRF Ltd.ChemicalsEquity1.53%
Bharti Hexacom Ltd.CommunicationEquity1.53%
NMDC Ltd.Metals & MiningEquity1.51%
Equitas Small Finance Bank Ltd.FinancialEquity1.49%
Mphasis Ltd.TechnologyEquity1.46%
Aditya Birla Capital Ltd.FinancialEquity1.43%
Biocon Ltd.HealthcareEquity1.43%
Aster DM Healthcare Ltd.HealthcareEquity1.42%
JSW Infrastructure Ltd.ServicesEquity1.39%
Shriram Finance LtdFinancialEquity1.36%
Triveni Turbine Ltd.ConstructionEquity1.36%
Fortis Healthcare Ltd.HealthcareEquity1.30%
Lupin Ltd.HealthcareEquity1.27%
Schaeffler India Ltd.Capital GoodsEquity1.20%
Varun Beverages Ltd.Consumer StaplesEquity1.20%
Ceat Ltd.AutomobileEquity1.19%
Solar Industries India Ltd.ChemicalsEquity1.17%
Belrise Industries Ltd.AutomobileEquity1.13%
Coforge Ltd.TechnologyEquity1.12%
LIC Housing Finance Ltd.FinancialEquity1.07%
Kajaria Ceramics Ltd.ConstructionEquity1.05%
Radico Khaitan Ltd.Consumer StaplesEquity1.03%
Dalmia Bharat Ltd.ConstructionEquity1.02%
ITC Hotels Ltd.ServicesEquity0.97%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.91%
Godrej Properties Ltd.ConstructionEquity0.89%
Kirloskar Brothers Ltd.Capital GoodsEquity0.87%
Minda Corporation Ltd.AutomobileEquity0.84%
Havells India Ltd.Capital GoodsEquity0.58%
Atul Ltd.ChemicalsEquity0.50%
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+13.1%+23.4%+20.0%+15.7%
Category average (Equity Mid Cap)+2.0%+21.6%+21.5%--
Rank (Equity Mid Cap)36118--

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

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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..

ND
Neelesh Dhamnaskar
Feb 2026 - Present
View details

Education
Mr. Dhamnaskar is a B.Com (H)and MMS (Finance).
Experience
Prior to joining Mahindra Manulife Mutual Fund, he has worked with Invesco MF, ENAM Securities Direct Pvt. Ltd. and KR Choksey Shares and Securities Pvt. Ltd. He has also worked with Anand Rathi Ltd., as Commodity Research Analyst.

KD
Kirti Dalvi
Dec 2024 - Present
View details

Education
MMS (Finance), CFA level 2
Experience
Prior to Joining the Mahindra Manulife AMC he has worked with ENAM AMC, Angel Broking Ltd.

About Mahindra Manulife Mid Cap Fund Growth

Mahindra Manulife Mid Cap Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,742 Cr and the Latest NAV as of 13 Apr 2026 is ₹33.20. The Mahindra Manulife Mid Cap Fund 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,