Mahindra Manulife Mid Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Mahindra Manulife Mid Cap IDCW Reinvest Direct Plan

NAV
₹27.2401
-0.47%
(28 Mar)
AUM
3,067 Cr
TER
0.49%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.4%
+12.4%
+9.9%
+9.0%
+9.0%
+8.5%
3Y
+26.5%
+26.5%
+19.4%
+24.4%
+24.4%
+21.6%
5Y
+35.3%
+35.3%
+31.4%
NA
NA
+32.4%
ALL
+22.2%
+22.2%
+18.1%
+19.8%
+19.8%
+17.9%
VOL
19.6%
19.6%
-
16.6%
16.6%
17.7%
TER
0.7%
0.7%
-
0.2%
0.2%
0.5%
AUM
₹23,704 Cr
₹23,704 Cr
-
₹988 Cr
₹988 Cr
₹3,067 Cr
INFO
1.13
1.13
-
1.19
1.19
1.01
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Mahindra Manulife Mid Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Triparty Repo
4.9%
Max Healthcare Institute Ltd Ordinary Shares
3.2%
State Bank of India
2.9%
Indian Bank
2.3%
Voltas Ltd
2.2%
The Federal Bank Ltd
2.2%
ICICI Bank Ltd
2.2%
Blue Star Ltd
2.2%
HDFC Bank Ltd
2.1%
Jindal Steel & Power Ltd
2.1%
Top industry exposure
Financial Services
20.2%
Consumer Cyclical
16.2%
Industrials
14.5%
Healthcare
10.0%
Consumer Defensive
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
64%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
The investment objective of the Scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Krishna Sanghavi
Manish Lodha
Kirti Dalvi

FAQs