Mahindra Manulife Mid Cap Fund Direct growth

Equity • Mid Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Mid Cap

Direct growth

Launched On
23 Jan 2018
7.8 years ago
Lock-in Period
No lock-in
NAV
as of 29 Oct 2025
₹38.37
+0.5777% (0.30)
AUM
₹3,994 Cr
Expense ratio
0.46%
Benchmark
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 3M

1%

If units sold after 3M

0%

What's in this fund?

Sectors
Holdings
Industrials

Industrials

20.35%
Financial Services

Financial Services

19.12%
Healthcare

Healthcare

15.65%
Consumer Cyclical

Consumer Cyclical

14.84%
Basic Materials

Basic Materials

8.23%

Fund House

Mahindra

Mahindra

Inc: 04 Jul 2016 • Total AUM: ₹30,373 Cr • Rank #24
Mahindra Manulife Mutual Fund, started in 2013, has Mahindra & Mahindra Financial Services as its sponsor. The fund house is headed by Anthony Heredia as the CEO. As of 31 March 2024

Fund Managers

Manish Lodha

Experience: 4.85 yrs • Total AUM: 1,35,880 Cr

Krishna Sanghavi

Experience: 4.94 yrs • Total AUM: 71,120 Cr

Kirti Dalvi

Experience: yrs • Total AUM: 23,966 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.