Home>Mutual Funds>Mahindra Mutual Fund>Mahindra Manulife Mid Cap Unnati Yojana Direct IDCW

Mahindra Manulife Mid Cap Unnati Yojana Direct IDCW

Equity
Mid Cap
Very High Risk
82.41%
1Y return
+0.29% 1D
1M
6M
1Y
3Y
All
NAV: 03 Aug 2021₹17.77
Min. SIP Amount₹500
Rating4star
Fund Size₹749.86 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns82.4%21.2%NA20.2%
Category average72.8%17.0%15.6%NA
Rank with in category105NANA
Understand termsinfo

Holdings (57)

NameSectorInstrumentAssets
Max Financial Services Ltd.FinancialEquity3.2%
Crisil Ltd.ServicesEquity3.0%
Atul Ltd.ChemicalsEquity3.0%
The Federal Bank Ltd.FinancialEquity2.9%
Honeywell Automation India Ltd.EngineeringEquity2.8%
Tata Power Company Ltd.EnergyEquity2.6%
Supreme Industries Ltd.ChemicalsEquity2.6%
Deepak Nitrite Ltd.ChemicalsEquity2.5%
Dalmia Bharat Ltd.ConstructionEquity2.5%
Fortis Healthcare Ltd.
HealthcareEquity2.3%
See All

Pros and cons

Category: Equity Mid Cap

Pros

  • Lower expense ratio - 0.76%
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns

Cons

  • Age is less than 5 years

Expense ratio, exit load and tax

Expense ratio: 0.76%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

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

Fund management

Manish Lodha
Dec 2020 - Present
View Details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Mahindra Manulife Mid Cap Unnati Yojana Direct IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India