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Mutual Funds

Mahindra Manulife Mid Cap Fund

Ma

Mahindra Manulife Mid Cap Fund

Mid CapRank #5
4/5

NAV (2026-07-14)

36.4

AUM

₹2,024 Cr

Exp. Ratio: 2.03%

RISK LEVEL

Very High

Returns & Performance

1 Year8.52%2.28% vs cat avgRank #10
3 Year21.00%2.23% vs cat avgRank #7
5 Year17.61%1.45% vs cat avgRank #11
Since Launch16.51%--

Fund vs Category Average

1Y
8.52%+2.28%
3Y
21.00%+2.23%
5Y
17.61%+1.45%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Decent 1Y category rank (#10)
Overall top-10 rank in category (#5)

Cons

Higher expense ratio (2.03%)
ISININF174V01473
NAV₹36.4
NAV Date2026-07-14
AUM₹2,024 Cr
Expense Ratio2.03%
RiskVery High
Rating4 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2016-02-04

INVESTMENT OBJECTIVE

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Neelesh Dhamnaskar

Mr. Dhamnaskar is a B.Com (H)and MMS (Finance).

Prior to joining Mahindra Manulife Mutual Fund, he has worked with Invesco MF, ENAM Securities Direct Pvt. Ltd. and KR Choksey Shares and Securities Pvt. Ltd. He has also worked with Anand Rathi Ltd., as Commodity Research Analyst.

Top Holdings

Holdings data not available for this scheme