June 24, 2025
mayank
Mahindra Manulife Mid Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 36.8327
NAV IDCW: Rs 29.4223
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) 1) Kirti Dalvi
Education: MMS (Finance), CFA level 2
Experience: Prior to Joining the Mahindra Manulife AMC he has worked with ENAM AMC, Angel Broking Ltd.
2) Krishna Sanghavi
Education: Mr. Sanghvi is a B.Com (H), CWA from ICWAI, Master of Management Studies (Finance) from NMIMS, Mumbai and CFA from ICFAI.
Experience: Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Canara Robeco AMC, Kotak Mahindra AMC Ltd. and Kotak Life Insurance, Aviva Life Insurance Company Ltd..
3) Manish Lodha
Education: Mr. Lodha is a Chartered Accountant and Company Secretary
Experience: Prior to joining Mahindra Manulife Mutual Fund, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (RS) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (RS) | 1 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
Basic Details of Mahindra Manulife Mid Cap Fund
| Fund House | Mahindra Manulife Mutual Fund |
| Launch Date | 30-Jan-18 |
| Return Since Launch | 19.27% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 3,776 Cr |
| (As on 31-May-2025) | |
| Expense | 0.45% |
| (As on 31-May-2025) | |
| Risk Grade | Average |
| Return Grade | Above Average |
| Turnover | 65.00% |
Trailing Returns (%) of Mahindra Manulife Mid Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Mahindra Manulife Mid Cap Dir | -1.78 | 0.10 | 1.13 | 7.54 | -1.47 | 2.37 | 31.45 | 31.14 | 21.03 | — |
| BSE 150 MidCap TRI | -0.11 | 0.25 | 1.99 | 9.89 | 0.37 | 2.16 | 29.35 | 30.55 | 18.69 | — |
| Equity: Mid Cap | -0.16 | 0.32 | 2.72 | 11.31 | 0.16 | 3.62 | 28.44 | 29.71 | 18.97 | — |
| Rank within category | 39 | 42 | 48 | 47 | 39 | 31 | 7 | 9 | 5 | — |
| Number of funds in category | 48 | 51 | 51 | 50 | 48 | 43 | 32 | 25 | 21 | 19 |
Peer Comparison of Mahindra Manulife Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Mahindra Manulife Mid Cap Dir | 4 star | 2.37 | 31.45 | 31.14 | 0.45 | 3,776 | 19.27 | 1.00 (90) | 7Y 4M | 65.00 |
| HDFC Mid-Cap Opportunities Dir | 5 star | 6.60 | 33.17 | 32.46 | 0.77 | 79,718 | 21.30 | 1.00 (365) | 12Y 5M | 17.65 |
| Kotak Emerging Equity Dir | 4 star | 6.60 | 28.80 | 31.38 | 0.42 | 53,464 | 21.13 | 1.00 (365) | 12Y 5M | 38.96 |
| Nippon India Growth Dir | 4 star | 7.83 | 32.14 | 33.14 | 0.72 | 36,836 | 19.11 | 1.00 (30) | 12Y 5M | 13.00 |
| Motilal Oswal Midcap Dir | 5 star | 10.47 | 37.00 | 37.74 | 0.70 | 30,401 | 24.22 | 1.00 (365) | 11Y 4M | 172.00 |
Portfolio Analysis of Mahindra Manulife Mid Cap Fund
| No. of Stocks | 70 |
| Top 10 Stocks | 22.85% |
| Top 5 Stocks | 12.81% |
| Top 3 Sectors | 39.43% |
| Portfolio P/B Ratio | 3.44 |
| Portfolio P/E Ratio | 25.91 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 61,665 | 59,942 |
| Giant (%) | 5.43 | 3.47 |
| Large (%) | 36.62 | 39.98 |
| Mid (%) | 55.43 | 55.17 |
| Small (%) | 2.52 | 2.66 |
| Tiny (%) | — | 0.51 |
Chanakya’s Mutual Fund Guidance For Mahindra Manulife Mid Cap Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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