| NAV: 27 May 2022 | ₹17.15 |
| Min. SIP amount | ₹500 |
| Rating | 4 |
| Fund size | ₹921.80Cr |
Returns and rankings
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 9.2% | 21.0% | 15.1% |
| Category average | NA | 72.8% | 17.0% | NA |
| Rank with in category | NA | 10 | 6 | NA |
Holdings (57)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Crisil Ltd. | Services | Equity | 3.1% |
| State Bank of India | Financial | Equity | 2.9% |
| The Federal Bank Ltd. | Financial | Equity | 2.8% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 2.8% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 2.5% |
| Atul Ltd. | Chemicals | Equity | 2.4% |
| Cummins India Ltd. | Capital Goods | Equity | 2.4% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 2.4% |
| Canara Bank | Financial | Equity | 2.4% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.3% |
Expense ratio, exit load and tax
Expense ratio: 0.65%
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.
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
V BalasubramanianAug 2018 - PresentView details
Abhinav KhandelwalFeb 2022 - PresentView details
Manish LodhaDec 2020 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in Mahindra Manulife Mid Cap Unnati Yojana Direct Growth?
You can easily invest in Mahindra Manulife Mid Cap Unnati Yojana Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Mahindra Manulife Mid Cap Unnati Yojana Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Mahindra Manulife Mid Cap Unnati Yojana Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Mahindra Manulife Mid Cap Unnati Yojana Direct Growth provide?
The Mahindra Manulife Mid Cap Unnati Yojana Direct Growth has been there from 30 Jan 2018 and the average annual returns provided by this fund is 9.18% since its inception.
How much expense ratio is charged by Mahindra Manulife Mid Cap Unnati Yojana Direct Growth?
The term
Expense Ratio used for Mahindra Manulife Mid Cap Unnati Yojana Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Mahindra Manulife Mid Cap Unnati Yojana Direct Growth is 0.65% as of 28 May 2022...
What is the AUM of Mahindra Manulife Mid Cap Unnati Yojana Direct Growth?
The AUM, short for Assets Under Management of Mahindra Manulife Mid Cap Unnati Yojana Direct Growth is ₹921.80Cr as of 28 May 2022.
How to Redeem Mahindra Manulife Mid Cap Unnati Yojana Direct Growth?
If you want to sell your Mahindra Manulife Mid Cap Unnati Yojana Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Mahindra Manulife Mid Cap Unnati Yojana Direct Growth?
What is the NAV of Mahindra Manulife Mid Cap Unnati Yojana Direct Growth?
The NAV of Mahindra Manulife Mid Cap Unnati Yojana Direct Growth is ₹17.15 as of 27 May 2022.
