Mahindra Manulife Mid Cap Fund - Direct Plan has delivered 149.41% absolute return over the last 5 years.
The average return for Mid Cap funds is 82.60% .
This fund ranks #3 in its category based on 5-year returns.
The largest portfolio holding is THE FEDERAL BANK LTD with a portfolio weight of 3.77% .
The fund currently owns more than 58 stocks.
The top 10 holdings account for 26.98% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 16.52% | 1.15% |
| 2 Year Return | 61.26% | 14.53% |
| 3 Year Return | 109.88% | 40.78% |
| 4 Year Return | 288.99% | 68.09% |
| 5 Year Return | 317.00% | 82.60% |
| 6 Year Return | N/A | 138.43% |
| 7 Year Return | N/A | 178.44% |
| Expense Ratio | 0.49% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
3.77%
|
|
| 2 | Financials |
3.50%
|
|
| 3 | Financials |
2.61%
|
|
| 4 | Financials |
2.56%
|
|
| 5 | IT Consulting & Software |
2.54%
|
|
| 6 | Financials |
2.51%
|
|
| 7 |
2.44%
|
||
| 8 | Health Care |
2.43%
|
|
| 9 | Industrials |
2.33%
|
|
| 10 | Industrials |
2.29%
|
|
| 11 | Health Care |
2.27%
|
|
| 12 | Utilities |
2.25%
|
AMC: MAHINDRA MANULIFE
Category: Equity • Mid Cap
Launch Date: 08 Jan 2018
Fund Manager: Mr. Krishna Sanghavi
Minimum Purchase: ₹1,000
Exit Load: 1% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment. Nil if Units are redeemed / switched-out after 3 months from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Mahindra Manulife Mid Cap Fund - Direct Plan is managed by MAHINDRA MANULIFE and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds