
Mahindra Manulife Mid Cap Fund(G)-Direct Plan
+20.36%
5Y annualised
+20.36%
5Y annualised
-0.12% 1D
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Buy, Hold or Sell?
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NAV : 24 Aug 2026
₹42.75
Min. SIP amount
₹500
Fund size (AUM)
5186 Cr
Expense ratio
0.46%
Launched on
30 Jan 2018
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 24 Aug 2026
₹42.75
Min. SIP amount
₹500
Fund size (AUM)
5186 Cr
Expense ratio
0.46%
Launched on
30 Jan 2018
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
6.54%
Mid Cap
72.80%
Small Cap
17.98%
Others
2.67%
Sector Allocation
Automobile & Ancillaries
18.24%
Bank
18.18%
Finance
11.26%
Healthcare
8.84%
Capital Goods
4.61%
It
3.98%
Domestic Equities
3.18%
Construction Materials
3.15%
Others
28.08%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 3M, Nil after 3M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Kirti Dalvi
Present
Neelesh Dhamnaskar
Present
Krishna Sanghavi
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
WOC Mid Cap Fund(G)-Direct Plan
Helios Mid Cap Fund(G)-Direct Plan
Mahindra Manulife Mid Cap Fund(G)-Direct Plan
ITI Mid Cap Fund(G)-Direct Plan
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Mirae Asset Midcap Fund(G)-Direct Plan
JM Midcap Fund(G)-Direct Plan
FAQs
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