
Mahindra Manulife Mid Cap Fund(G)-Direct Plan
+17.06%
5Y annualised
+17.06%
5Y annualised
-2.73% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹40.31
Min. SIP amount
₹500
Fund size (AUM)
5406 Cr
Expense ratio
0.46%
Launched on
30 Jan 2018
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 15 Sep 2026
₹40.31
Min. SIP amount
₹500
Fund size (AUM)
5406 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
6.40%
Mid Cap
73.35%
Small Cap
17.49%
Others
2.77%
Sector Allocation
Finance
14.43%
Bank
14.11%
Healthcare
9.71%
Automobile & Ancillaries
9.66%
It
7.02%
Capital Goods
5.11%
Construction Materials
3.43%
Domestic Equities
3.41%
Others
32.67%
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
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Tata Mid Cap Fund(G)-Direct Plan
FAQs
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