Mahindra Manulife Mid Cap Fund Idcw Direct Plan

Risk: Very High
₹ 31.91
NAV (Sep 6,2024)

Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan is a mutual fund scheme offered by Mahindra Asset Management Company. With an expense ratio of 0.51%, the scheme aims to generate long-term capital appreciation by investing predominantly in mid-cap stocks. As of the latest update, the fund's PE ratio stands at 38.21 and PB ratio at 6.26. The scheme has a minimum investment requirement of INR 1000 and does not have any lock-in period. It was established on January 30, 2018.

Mahindra Manulife Mid Cap Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Mahindra Manulife Mid Cap Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    38.21
  • P/B Ratio
    UM_URBAN_MONEY

    6.26
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.99
  • Sharpe
    UM_URBAN_MONEY

    0.24
  • Sortino
    UM_URBAN_MONEY

    0.38

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.51%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 1902.65 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,741.36 (17.41%)₹ 12,525.75 (25.26%)₹ 15,484.63 (54.85%)₹ 21,997.6 (119.98%)₹ 43,562.94 (335.63%)
₹ 30,000₹ 35,224.08 (17.41%)₹ 37,577.25 (25.26%)₹ 46,453.89 (54.85%)₹ 65,992.8 (119.98%)₹ 1,30,688.82 (335.63%)
₹ 50,000₹ 58,706.8 (17.41%)₹ 62,628.75 (25.26%)₹ 77,423.15 (54.85%)₹ 1,09,988 (119.98%)₹ 2,17,814.7 (335.63%)
₹ 80,000₹ 93,930.88 (17.41%)₹ 1,00,206 (25.26%)₹ 1,23,877.04 (54.85%)₹ 1,75,980.8 (119.98%)₹ 3,48,503.52 (335.63%)
₹ 1,00,000₹ 1,17,413.6 (17.41%)₹ 1,25,257.5 (25.26%)₹ 1,54,846.3 (54.85%)₹ 2,19,976 (119.98%)₹ 4,35,629.4 (335.63%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Triparty Repo5.12%
  • REC Limited3.52%
  • The Federal Bank Limited2.46%
  • Union Bank of India2.40%
  • Godrej Industries Limited2.36%
  • Indus Towers Limited2.31%
  • Max Healthcare Institute Limited2.12%
  • MphasiS Limited2.04%
  • Persistent Systems Limited2.04%
  • Coforge Limited2.03%
  • Coal India Limited1.99%
  • Gujarat Fluorochemicals Limited1.97%
  • Piramal Enterprises Limited1.79%
  • L&T Finance Holdings Limited1.74%
  • NLC India Limited1.72%
  • Lupin Limited1.69%
  • Jindal Steel & Power Limited1.67%
  • CRISIL Limited1.67%
  • ZF Commercial Vehicle Control Systems India Limited1.64%
  • Schaeffler India Limited1.63%
  • Zydus Lifesciences Limited1.62%
  • NMDC Limited1.60%
  • NHPC Limited1.60%
  • Vedant Fashions Limited1.59%
  • Max Financial Services Limited1.58%
  • Apar Industries Limited1.58%
  • Punjab National Bank1.54%
  • Bharat Heavy Electricals Limited1.52%
  • Aurobindo Pharma Limited1.51%
  • Hindustan Aeronautics Limited1.50%
  • Voltas Limited1.50%
  • Minda Corporation Limited1.49%
  • Deepak Nitrite Limited1.45%
  • Dalmia Bharat Limited1.45%
  • LIC Housing Finance Limited1.41%
  • Zomato Limited1.37%
  • Kajaria Ceramics Limited1.36%
  • Jindal Stainless Limited1.36%
  • Indian Bank1.33%
  • Balkrishna Industries Limited1.28%
  • AIA Engineering Limited1.26%
  • Grindwell Norton Limited1.22%
  • CG Power and Industrial Solutions Limited1.21%
  • CESC Limited1.17%
  • Zee Entertainment Enterprises Limited1.15%
  • Emami Limited1.09%
  • Aditya Birla Fashion and Retail Limited1.08%
  • TVS Motor Company Limited1.06%
  • Crompton Greaves Consumer Electricals Limited1.06%
  • Oberoi Realty Limited1.02%
  • Apollo Tyres Limited1.01%
  • Triveni Engineering & Industries Limited0.99%
  • Hindustan Petroleum Corporation Limited0.99%
  • Oil India Limited0.98%
  • Solar Industries India Limited0.97%
  • Kaynes Technology India Limited0.92%
  • Century Textiles & Industries Limited0.88%
  • Polycab India Limited0.85%
  • Jio Financial Services Limited0.83%
  • One Communications Limited0.80%
  • Gland Pharma Limited0.80%
  • Escorts Kubota Limited0.78%
  • Lakshmi Machine Works Limited0.76%
  • Page Industries Limited0.73%
  • Bharat Forge Limited0.65%
  • Kirloskar Oil Engines Limited0.65%
  • K P R Mill Limited0.64%
  • Dixon Technologies India Limited0.58%
  • Navin Fluorine International Limited0.45%
  • Net Receivables Payables-0.16%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.14%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.42%

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.34%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.91%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.87%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

20.67%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

19.86%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

60.05%

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

60.01%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

54.73%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

47.13%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.91%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.12%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Canara Robeco Mid Cap Fund - Regular Plan - GrowthCanara Robeco Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.78%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

30.15%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.78%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.77%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.70%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

25.06%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

24.08%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

21.34%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.55%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

16.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

32.56%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.50%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

30.11%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.12%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.17%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

23.75%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.77%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

Show all Funds

Fund Managers

AK

Mr. Abhinav KhandelwalFund Manager

ML

Mr. Manish LodhaFund Manager

Mr. Manish Lodha is a Chartered Accountant and a Company Secretary. He has over 20 years of work experience of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management. Prior to joining MMIMPL, 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.).

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Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan

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Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan

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Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan

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FAQ's

What is the risk level associated with the Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan?

The Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan is a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan as of Sep 6,2024?

The current NAV of the Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan as of Sep 6,2024 is INR 31.91.

What are the returns generated by the Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan has delivered impressive returns of 60.91% over 1 year, 32.99% over 3 years, and 26.83% over 5 years.

What is the expense ratio associated with the Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan?

The Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan has a low expense ratio of 0.51%, making it a cost-effective option for investors looking to invest in mid-cap stocks.

What is the minimum investment amount required for the Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan?

The minimum investment amount for the Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan is INR 1000.

Is there a systematic investment plan (SIP) available for the Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan?

Yes, the Mahindra Manulife Mid Cap Fund - IDCW - Direct Plan offers SIP with a minimum investment of INR 1000 per month.

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