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.
Review
Delivers solid recent and long-term returns with lower risk, though consistency is only moderate.
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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Track Record
Recent Performance
+50%
+30%
+10%
-10%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Mar '20
Jun '22
Mar '23
Index
Fund
During big market falls, your fund falls less than the market.
Recovery time after falls
15 months
Fund
|
16 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|2 mth
Slowest recovery
30 mth|33 mth
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
FAQs
Is Mahindra Manulife Mid Cap Fund a good mutual fund?
Mahindra Manulife Mid Cap Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 26%
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Average
Compared with other funds in the Mid Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
Should I invest in Mahindra Manulife Mid Cap Fund?
If you're looking for a Mid Cap Fund fund, Mahindra Manulife Mid Cap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
Is Mahindra Manulife Mid Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Mahindra Manulife Mid Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Mahindra Manulife Mid Cap Fund?
Yes.
Like all equity mutual funds, Mahindra Manulife Mid Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Mahindra Manulife Mid Cap Fund?
Historically, investors holding Mahindra Manulife Mid Cap Fund for 5+ years experienced:
•
Typical returns around 26% p.a.
•
Best represented by recent returns of 20% p.a.
•
Worst historical outcome of 14% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Mahindra Manulife Mid Cap Fund?
Mahindra Manulife Mid Cap Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 0%
•
Average fall during major market declines: 21%
•
Average recovery time: 15 months
How does Mahindra Manulife Mid Cap Fund perform during market crashes?
During major market declines, Mahindra Manulife Mid Cap Fund has historically fallen around 21% compared with 24% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Mahindra Manulife Mid Cap Fund take to recover after a fall?
Historically, Mahindra Manulife Mid Cap Fund has taken around 15 months to recover from major market declines.
The benchmark recovered in approximately 16 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Mahindra Manulife Mid Cap Fund?
Mahindra Manulife Mid Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Mid Cap Fund funds
Who should avoid Mahindra Manulife Mid Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Mahindra Manulife Mid Cap Fund suitable for SIP investing?
Mahindra Manulife Mid Cap Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Mahindra Manulife Mid Cap Fund earns less than a fixed deposit?
Historically, investors holding Mahindra Manulife Mid Cap Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Mahindra Manulife Mid Cap Fund?
Mahindra Manulife Mid Cap Fund has shown Average consistency compared with other funds in its category.
Historically:
•
Top performer: 32%
•
Bottom performer: 11%
Is the extra return from Mahindra Manulife Mid Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Mahindra Manulife Mid Cap Fund delivered Good risk-adjusted returns compared with similar funds.
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