Name: Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW
Brand: Mahindra Mutual Fund

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Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW
Equity
Mid Cap
Very High Risk
78.41%
1Y return
+1.02% 1D
1M
6M
1Y
3Y
All
NAV: 03 Aug 2021₹16.71
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%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns78.4%19.5%NA18.0%
Category average72.8%17.0%15.6%NA
Rank with in category138NANA
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 consCategory: Equity Mid Cap
Pros1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
ConsAge is less than 5 years
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 2.58%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementV Balasubramanian
Aug 2018 - Present
View Details
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Education
Mr. Balasubramanian is M.Com, C.A and LLB
Experience
Prior to joining Mahindra Manulife Mutual Fund, he has worked with IDBI Mutual Fund and Indian Bank.
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Manish Lodha
Dec 2020 - Present
View Details
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Education
Mr. Lodha is a Chartered Accountant and Company Secretary
Experience
Prior to joining MMIMPL, 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.).
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Mahindra Manulife Arbitrage Yojana Direct Growth
Mahindra Manulife Arbitrage Yojana Regular IDCW
Mahindra Manulife Arbitrage Yojana Direct IDCW
Fund house & investment objective
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Mahindra Mutual Fund
Rank (total assets)#28 in India
Total AUM4,742.00 Cr
Date of Incorporation04 Feb 2016
Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available t
Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW is a Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 04 Feb 2016. Ratish Varier is the Current Fund Manager of Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹4,742 Cr and the Latest NAV as of 03 Aug 2021 is ₹16.71.
The Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 1 year....Read more
Investment Objective
The scheme seeks to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity
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.
...Read more
Fund benchmarkS&P BSE Mid Cap TRI
descriptionScheme Information Document(SID)
Fund house contact details
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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
[email protected]
Website
NA
Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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Mahindra Manulife Mid Cap Unnati Yojana Regular IDCW
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	1Y	3Y	5Y	All
Fund returns	78.4%	19.5%	NA	18.0%
Category average	72.8%	17.0%	15.6%	NA
Rank with in category	13	8	NA	NA

Name	Sector	Instrument	Assets
Max Financial Services Ltd.	Financial	Equity	3.2%
Crisil Ltd.	Services	Equity	3.0%
Atul Ltd.	Chemicals	Equity	3.0%
The Federal Bank Ltd.	Financial	Equity	2.9%
Honeywell Automation India Ltd.	Engineering	Equity	2.8%
Tata Power Company Ltd.	Energy	Equity	2.6%
Supreme Industries Ltd.	Chemicals	Equity	2.6%
Deepak Nitrite Ltd.	Chemicals	Equity	2.5%
Dalmia Bharat Ltd.	Construction	Equity	2.5%
Fortis Healthcare Ltd.	Healthcare	Equity	2.3%

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

Rating	4
Fund Size	₹749.86 Cr

Rank (total assets)	#28 in India
Total AUM	4,742.00 Cr