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Home Funds Equity Mahindra Manulife Mid Cap Fund

Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks

Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Equity

Last Dividend Date: 14th March 2024 Last Dividend: 1.00000000

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 3 Months1% *
*» 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.

Fund Manager : Ms.Kirti Dalvi

Total Experience: 18 years of experience in the field of financial sector.

Experience in managing this fund : Managing since December 3, 2024

Fund Manager : Mr. Krishna Sanghavi

Total Experience: Collectively over 27 years of work experience of which around 11 years have been in the Mutual Fund Industry and 8 years in Life Insurance industry

Experience in managing this fund : Managing since October 24, 2024

Fund Manager : Mr. Manish Lodha

Total Experience: Combined work experience of over 23 years 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.

Experience in managing this fund : Managing since December 21, 2020

This Product is Suitable for investors who are seeking**

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

Scheme Riskometer

Mahindra Manulife- Scheme Risko Meter Very High

Mahindra Manulife Mid Cap Fund

Benchmark Riskometer

As per AMFI Tier I Benchmark i.e. Nifty Midcap 150 TRI

Mahindra Manulife- Benchmark Risko Meter Very High

**Investor should consult their financial advisers if in doubt about whether the product is suitable for them.

  • Scheme Overview
  • Scheme Documents and Forms

Investment 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.

Product Benefits:

  • Selection of focused sustainable businesses from across sectors
  • Potential to generate higher risk adjusted returns in the long term
  • Active management of portfolio with primary investments in mid-caps

Investment Style:

The scheme would invest minimum 65% in Mid Cap companies and upto 35% in stocks in other than mid-caps. Bottom up stock selection would focus on market leaders in smaller markets or focused single-line businesses in larger markets, that have shown growth and are likely to be tomorrow’s large caps.

Mahindra Manulife Mid Cap Fund SID MAHINDRA MANULIFE MID CAP FUND KIM CUM APPLICATION FORM

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Mid Cap Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Oct 31, 2024)
Managed by Ms.Kirti Dalvi and Mr. Krishna Sanghavi and Mr. Manish Lodha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 49.45 23.70 27.59 19.43 14,961 18,962 33,859 33,195 33.1946
Direct Plan - Growth Option 51.68 25.69 29.65 21.46 15,185 19,893 36,691 37,190 37.1897
Nifty Midcap 150 TRI^ 44.01 23.21 28.45 18.05 14,415 18,734 35,021 30,689 26381.69
Nifty 50 TRI^^ 28.30 12.35 16.61 13.71 12,839 14,195 21,582 23,829 35971.14

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 30-Jan-18. Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period. Ms. Kirti Dalvi is managing this scheme since December 03, 2024,Mr. Krishna Sanghavi is managing this scheme since October 24, 2024 and Mr. Manish Lodha is managing this scheme since December 21, 2020.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.