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Mahindra Manulife Mid Cap Fund Direct growth
Equity • Mid Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Mid Cap
Direct growth
Launched On
23 Jan 2018
6.9 years ago
Lock-in Period
No lock-in
NAV
as of 01 Jan 2025
₹37.72
+0.2695% (0.20)
AUM
₹3,461 Cr
Expense ratio
0.48%
Benchmark
Fund Plan
Tax info and exit load
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
Financial Services
Industrials
Consumer Cyclical
Basic Materials
Technology
Fund House
Mahindra
Inc: 04 Jul 2016 • Total AUM: ₹28,794 Cr • Rank #24Mahindra 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: 4.02 yrs • Total AUM: 1,32,798 Cr
Krishna Sanghavi
Experience: 4.11 yrs • Total AUM: 70,356 Cr
Kirti Dalvi
Experience: yrs • Total AUM: 20,765 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'.
Other top rated funds
Motilal Oswal Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
36.70%
Expense ratio
0.54%
Returns vs category
Risk vs category
Nippon India Growth Fund
Equity • Mid Cap • Direct Growth3Y CAGR
26.99%
Expense ratio
0.79%
Returns vs category
Risk vs category
Invesco India Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
26.29%
Expense ratio
0.58%
Returns vs category
Risk vs category
Kotak Emerging Equity Scheme
Equity • Mid Cap • Direct Growth3Y CAGR
24.30%
Expense ratio
0.36%
Returns vs category
Risk vs category
SBI Magnum Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
19.63%
Expense ratio
0.79%
Returns vs category
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.