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Mahindra Manulife Mid Cap Fund - Direct Plan

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.

Suitability

Long term capital appreciation; Investment predominantly in equity and equity related securities including derivatives of mid-cap companies.

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.43%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,166
AMC AUM (in Crs.)	₹ 3,368
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-3) months. No Exit load, if redeemed after 3 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	25.79%
HSBC Midcap Fund - Direct Plan	1000	1000	20.03%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	25.79%
Axis Midcap Fund - Direct Plan	100	100	17.93%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	20.07%
DSP Midcap Fund - Direct Plan	500	1000	17.1%

Top 10 Holdings

Company	Holding Type	Asset(%)
Persistent Systems Ltd	Equity	3
Indus Towers Ltd Ordinary Shares	Equity	3
State Bank of India	Equity	3
Max Healthcare Institute Ltd Ordinary Shares	Equity	3
LTIMindtree Ltd	Equity	3
Indian Bank	Equity	2
Hero MotoCorp Ltd	Equity	2
Deepak Nitrite Ltd	Equity	2
Cummins India Ltd	Equity	2
Zomato Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	2
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	18
Consumer Cyclical	15
Industrials	14
Basic Materials	14
Healthcare	11

Fund Manager

Manish Lodha

3+ years of experience

Abhinav Khandelwal

2+ years of experience

Mahindra Mutual Fund

AUM₹3,368 Cr

About

Mahindra is one of the leading brands in the country and has garnered trust of customers across the nation. Mahindra Asset Management Company Private Limited is a wholly owned subsidiary of Mahindra and Mahindra Financial Services Limited (MMFSL).##Mahindra provides various schemes across different market capitalization in various categories. It focuses mainly in the rural and semi-urban areas. The fact that Mahindra concentrates more on financially empowering masses in the rural area, makes it stand out in the mutual fund industry and it aspires to become the best financial service provider to people who live in semi-urban and rural areas.##The motto of the company is therefore unique because it not only wants to revolutionize the financial industry, it also aims at building a change within the community, by helping investors who do not hail from an urban set-up.

mfinvestors@mahindra.com

Phone

022 - 66327900

Address

1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018, Mumbai - 400018

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m