1M
6M
1Y
3Y
5Y
All
| NAV: 27 Mar 2025 | ₹34.26 |
| Min. SIP amount | ₹500 |
| Rating | 4 |
| Fund size | ₹3,067.16Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹57,950 (-3.42%)
Holdings (67)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Max Healthcare Institute Ltd. | Healthcare | Equity | 3.19% |
State Bank of India | Financial | Equity | 2.87% |
Indian Bank | Financial | Equity | 2.33% |
Voltas Ltd. | Consumer Discretionary | Equity | 2.20% |
The Federal Bank Ltd. | Financial | Equity | 2.17% |
ICICI Bank Ltd. | Financial | Equity | 2.16% |
Blue Star Ltd. | Consumer Discretionary | Equity | 2.15% |
HDFC Bank Ltd. | Financial | Equity | 2.15% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 2.05% |
Coforge Ltd. | Technology | Equity | 1.98% |
Persistent Systems Ltd. | Technology | Equity | 1.92% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.90% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.88% |
Bharti Hexacom Ltd. | Communication | Equity | 1.87% |
JK Cement Ltd. | Construction | Equity | 1.86% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 1.86% |
Zomato Ltd. | Services | Equity | 1.86% |
Piramal Enterprises Ltd. | Healthcare | Equity | 1.85% |
Petronet LNG Ltd. | Energy | Equity | 1.80% |
Torrent Power Ltd. | Energy | Equity | 1.62% |
Schaeffler India Ltd. | Capital Goods | Equity | 1.60% |
Nippon Life India Asset Management Ltd. | Financial | Equity | 1.59% |
Mphasis Ltd. | Technology | Equity | 1.54% |
Bharat Forge Ltd. | Automobile | Equity | 1.53% |
Marico Ltd. | Consumer Staples | Equity | 1.50% |
Indus Towers Ltd. | Communication | Equity | 1.49% |
Kei Industries Ltd. | Capital Goods | Equity | 1.46% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.45% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.45% |
Page Industries Ltd. | Textiles | Equity | 1.45% |
Adani Wilmar Ltd. | Consumer Staples | Equity | 1.44% |
Crisil Ltd. | Services | Equity | 1.43% |
Abbott India Ltd. | Healthcare | Equity | 1.39% |
UNO Minda Ltd. | Automobile | Equity | 1.37% |
Godrej Industries Ltd. | Consumer Staples | Equity | 1.32% |
Power Finance Corporation Ltd. | Financial | Equity | 1.31% |
Suzlon Energy Ltd. | Capital Goods | Equity | 1.30% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.29% |
Biocon Ltd. | Healthcare | Equity | 1.29% |
Minda Corporation Ltd. | Automobile | Equity | 1.25% |
Godrej Consumer Products Ltd. | Consumer Staples | Equity | 1.23% |
Exide Industries Ltd. | Capital Goods | Equity | 1.22% |
Deepak Nitrite Ltd. | Chemicals | Equity | 1.21% |
Escorts Kubota Ltd. | Automobile | Equity | 1.19% |
Apar Industries Ltd. | Diversified | Equity | 1.12% |
Solar Industries India Ltd. | Chemicals | Equity | 1.12% |
Ceat Ltd. | Automobile | Equity | 1.10% |
AIA Engineering Ltd. | Metals & Mining | Equity | 0.99% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.95% |
Endurance Technologies Ltd. | Automobile | Equity | 0.95% |
Oil India Ltd. | Energy | Equity | 0.95% |
Havells India Ltd. | Capital Goods | Equity | 0.93% |
REC Ltd. | Financial | Equity | 0.93% |
Triveni Turbine Ltd. | Construction | Equity | 0.93% |
NMDC Ltd. | Metals & Mining | Equity | 0.92% |
ITC Hotels Ltd. | Services | Equity | 0.87% |
Triveni Engineering & Industries Ltd. | Consumer Staples | Equity | 0.85% |
LIC Housing Finance Ltd. | Financial | Equity | 0.85% |
Anant Raj Ltd. | Construction | Equity | 0.83% |
Tube Investments Of India Ltd. | Automobile | Equity | 0.75% |
Aditya Birla Real Estate Ltd. | Consumer Staples | Equity | 0.69% |
Emami Ltd. | Consumer Staples | Equity | 0.65% |
L&T Finance Ltd. | Financial | Equity | 0.57% |
Hero Motocorp Ltd. | Automobile | Equity | 0.48% |
LMW Ltd. | Capital Goods | Equity | 0.47% |
Piramal Pharma Ltd. | Healthcare | Equity | 0.37% |
Vedant Fashions Ltd. | Services | Equity | 0.34% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 12.0% | 23.0% | 33.5% | 18.7% |
| Category average | 9.4% | 19.1% | 31.1% | NA |
| Rank with in category | 14 | 7 | 9 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 20.0% | 29.7% | 23,703.68 |
HDFC Mid Cap Opportunities Direct Plan Growth | 5 | 12.2% | 25.2% | 67,578.59 |
Nippon India Growth Fund Direct Growth | 4 | 14.9% | 23.7% | 30,276.31 |
Kotak Emerging Equity Fund Direct Growth | 4 | 16.1% | 20.2% | 43,941.48 |
SBI Magnum Mid Cap Direct Plan Growth | 4 | 10.9% | 19.2% | 19,391.73 |
Expense ratio, exit load and tax
Expense ratio: 0.49%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 3 months.
Stamp duty
0.005% (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.
Understand terms
Check past data
Fund management
Krishna SanghaviOct 2024 - PresentView details
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..
Also manages these schemes
Manish LodhaDec 2020 - PresentView details
Manish Lodha
Dec 2020 - Present
View details
Education
Mr. Lodha is a Chartered Accountant and Company Secretary
Experience
Prior to joining Mahindra Manulife Mutual Fund, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Also manages these schemes
Kirti DalviDec 2024 - PresentView details
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.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
Phone
022-66327900
Launch Date
04 Feb 2016
E-mail
mfinvestors@mahindra.comWebsite
www.mahindramutualfund.com
Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
www.camsonline.comCompare funds
Mahindra Manulife Mid Cap Fund Direct Growth
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