mahindra-manulife-mid-cap-fund-direct-g

Mahindra Manulife Mid Cap Fund - Direct (G)

  1. Equity
  2. Midcap
  • NAV as on Aug 18, 2025 ₹36.84
  • Total Returns 18.84% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
mahindra-manulife-mid-cap-fund-direct-g

Overview of Mahindra Manulife Mid Cap Fund - Direct (G)

  • Fund House
    Mahindra Manulife Mid Cap Fund
  • Fund Size
    ₹3,921 Cr
  • Expense Ratio
    0.46%
  • Benchmark
    Nifty Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 30, 2018
  • Lock-in period
    0
  • Exit Load
    1% - 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.
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Mahindra Manulife Mid Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Mahindra Manulife Mid Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -3.53%
  • 0.6%
  • 13.99%
  • -1.8%
  • 24.09%
  • 29.29%

Category Average

  • -1.38%
  • 3.73%
  • 16.62%
  • 1.49%
  • 21.23%
  • 26.63%

Fund Asset Allocation

Top holdings

Top Sectors

  • Finance
    10.27%
  • Auto Components
    10.24%
  • Pharmaceuticals & Biotech
    9.18%
  • Banks
    7.77%
  • IT-Software
    7.65%
  • Consumer Durables
    7.22%

More about Mahindra Manulife Mid Cap Fund - Direct (G)

Mahindra Manulife Mid Cap Fund - Direct (G) is a mutual fund under the Midcap category, managed by Mahindra Manulife Mutual Fund. It was launched on 04 Feb 2016, and has been active for over 9 years. As of 30 Jun 2025 the fund manages assets worth ₹3,921 Crores. The expense ratio is 0.46%.

This fund generated returns of -1.8% in the last 1 year. Since its inception, it has provided an average annual return of 18.84%.

The fund's investments are mainly concentrated in sectors like Finance, Auto Components, Pharmaceuticals & Biotech, Banks and IT-Software.

The top five holdings in this fund include prominent companies such as Max Healthcare, Indian Bank, TREPS, Blue Star and Tube Investments.

Fund Managers

  • Kirti Dalvi
  • Krishna Sanghavi
  • Manish Lodha

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.

mahindra-manulife-mid-cap-fund-direct-g

Frequently Asked Questions about Mahindra Manulife Mid Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.

  2. Should I invest in {{fund_type}}?

    Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.

  3. How long should I stay invested in {{fund_type}}?

    At least three to five years is ideal to benefit from the growth of mid-sized companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but holding for several years can help you maximize returns.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios can range from 1% to 2%, reflecting the cost of active management.

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