Mahindra Manulife Mid Cap Fund
Mid Cap Fund
Launch Date: 8 Jan 2018
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Mahindra Manulife Mid Cap Fund
Mid Cap Fund
Fund Health
Returns 📈
Typically 23-30% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Mahindra Manulife Mid Cap Fund | 26% | 24% | 0% | Good |
Edelweiss Mid Cap Fund | 21% | 24% | 14% | Good |
Nippon India Growth Mid Cap Fund | 20% | 24% | 13% | Good |
Nifty Midcap 150 Benchmark | 19% | 23% | 14% | — |
Mid Cap Fund Category Average | 18% | 21% | 15% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Details
AUM
₹599 Cr
Expense Ratio
0.46%
Exit Load
An Exit Load of 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
Minimum Amount
N/A
Fund Manager
FM-1 Mr. Krishna SanghaviFM-2 Mr. Manish Lodha
Fund House
Mahindra Manulife Investment Management Pvt Ltd
Launch Date
8 Jan 2018
Age
8 years
Category
Mid Cap Fund
Benchmark
NIFTY MIDCAP 150 TRI
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