Mahindra Manulife Mid Cap Fund Regular IDCW

Equity
Mid Cap
Very High Risk
Payout
26.07%
3Y annualised
-2.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Dec 2024₹27.10
Min. SIP amountNot Supported
Rating3
Fund size₹3,442.41Cr

Return calculator

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

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.3%26.1%27.9%19.0%
Category average31.7%23.4%26.4%NA
Rank with in category14910NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
58.4%36.6%18,604.02
4
31.4%27.6%35,208.97
4
31.4%27.6%35,208.97
5
22.4%24.4%9,500.70
4
23.6%20.6%22,338.38

Holdings (68)

NameSectorInstrumentAssets
TechnologyEquity3.36%
FinancialEquity3.10%
HealthcareEquity2.83%
TechnologyEquity2.67%
FinancialEquity2.32%
Consumer StaplesEquity2.30%
HealthcareEquity2.23%
Capital GoodsEquity2.11%
ServicesEquity2.08%
ConstructionEquity2.08%
FinancialEquity2.03%
HealthcareEquity2.01%
FinancialEquity1.97%
EnergyEquity1.88%
AutomobileEquity1.84%
Capital GoodsEquity1.81%
TechnologyEquity1.80%
CommunicationEquity1.75%
EnergyEquity1.72%
DiversifiedEquity1.72%
FinancialEquity1.61%
ChemicalsEquity1.58%
FinancialEquity1.57%
Capital GoodsEquity1.57%
AutomobileEquity1.55%
Consumer StaplesEquity1.50%
Capital GoodsEquity1.46%
CommunicationEquity1.42%
TextilesEquity1.42%
Metals & MiningEquity1.38%
FinancialEquity1.36%
Consumer StaplesEquity1.33%
HealthcareEquity1.32%
HealthcareEquity1.32%
ConstructionEquity1.30%
Metals & MiningEquity1.29%
FinancialEquity1.22%
ServicesEquity1.22%
Capital GoodsEquity1.22%
Capital GoodsEquity1.19%
EnergyEquity1.19%
AutomobileEquity1.15%
AutomobileEquity1.12%
FinancialEquity1.12%
HealthcareEquity1.12%
ConstructionEquity1.11%
NA
NAEquity1.10%
ServicesEquity1.09%
FinancialEquity1.08%
AutomobileEquity1.06%
Consumer DiscretionaryEquity1.01%
FinancialEquity0.97%
AutomobileEquity0.96%
AutomobileEquity0.96%
Consumer StaplesEquity0.90%
Consumer DiscretionaryEquity0.88%
EnergyEquity0.85%
Metals & MiningEquity0.80%
Consumer StaplesEquity0.74%
ChemicalsEquity0.74%
AutomobileEquity0.72%
Metals & MiningEquity0.69%
Metals & MiningEquity0.63%
ChemicalsEquity0.62%
ChemicalsEquity0.60%
HealthcareEquity0.56%
Capital GoodsEquity0.49%
ServicesEquity0.41%
See All

Expense ratio, exit load and tax

Expense ratio: 1.89%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 3 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

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
Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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