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Fund Overview of Mahindra Manulife Mid Cap Fund Regular-growth
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₹4,865.7 CrAUM
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₹36.34NAV
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2.09%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Mahindra Manulife Mid Cap Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 13.85% | NA | 4.37% |
| 6 Months | 9.78% | NA | 15.67% |
| 1 Year | 11.01% | 11.01% | -0.50% |
| 2 Years | 12.74% | 6.18% | 23.18% |
| 3 Years | 81.48% | 21.98% | 22.72% |
| 5 Years | 135.54% | 18.69% | 26.92% |
| 7 Years | 296.51% | 21.75% | NA |
Compare Mahindra Manulife Mid Cap Fund Regular-growth with other mutual funds in the same category
Mahindra Manulife Mid Cap Fund Regular-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
97.92%debt instruments
0.03%other assets or cash equivalents
2.05%Mahindra Manulife Mid Cap Fund Regular-growth is one Equity mutual fund offered by Mahindra Manulife Mutual Fund. Launched on 30 Jan 2018, the fund aims Long term capital appreciation. Investment predominantly in equity and equity related securities including derivatives of mid cap companies. It manages assets worth ₹4,865.7 crore as on Sun May 31, 2026. The expense ratio stands at 2.09%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Mahindra Manulife Mid Cap Fund Regular-growth
The portfolio allocation consists of 97.92% in equities, 0.03% in debt instruments, 2.05% in other assets or cash equivalents.Managed by Manish Lodha, it has delivered a return of 11.01% in the last year, a total return since inception of 16.64%.
Identifying a suitable best sip in india has a vital role in financial planning.
Key Metrics of Mahindra Manulife Mid Cap Fund Regular-growth
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Standard Deviation17.57%
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Sharpe Ratio0.95%
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Alpha2.23%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Mahindra Manulife Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Mahindra Manulife Mid Cap Fund Direct-growth
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₹4,866 | 4.70% | 14.24% | 10.52% | 12.55% | 23.74% |
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Mahindra Manulife Mid Cap Fund Regular-idcw
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₹4,866 | 4.57% | 13.85% | 9.78% | 11.01% | 21.98% |
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Mahindra Manulife Mid Cap Fund Direct-idcw
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₹4,866 | 4.70% | 14.24% | 10.52% | 12.55% | 23.74% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Indusind Bank Ltd | Financial | 2.98% | ₹144.92 Cr |
| The Federal Bank Ltd | Financial | 2.84% | ₹138.41 Cr |
| Nippon Life India Asset Management Ltd | Financial | 2.63% | ₹128.12 Cr |
| Kei Industries Ltd | Industrials | 2.61% | ₹127.22 Cr |
| Jsw Energy Ltd | Energy & Utilities | 2.57% | ₹125.08 Cr |
| Pb Fintech Ltd | Financial | 2.54% | ₹123.66 Cr |
| L&t Finance Holdings Ltd | Financial | 2.51% | ₹122.25 Cr |
| Aia Engineering Ltd | Industrials | 2.51% | ₹122.12 Cr |
| Max Financial Services Ltd | Financial | 2.43% | ₹118.19 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 2.31% | ₹112.41 Cr |
| Coforge Ltd | Technology | 2.24% | ₹108.89 Cr |
| Indus Towers Ltd | Technology | 2.23% | ₹108.72 Cr |
| Bank Of Maharashtra | Financial | 2.15% | ₹104.48 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 2.11% | ₹102.68 Cr |
| Apl Apollo Tubes Ltd | Industrials | 2.03% | ₹98.90 Cr |
| Marico Ltd | Consumer Staples | 2.01% | ₹97.70 Cr |
| Anthem Biosciences Ltd. | Healthcare | 1.99% | ₹96.69 Cr |
| Idfc First Bank Ltd | Financial | 1.97% | ₹95.75 Cr |
| Astral Ltd | Industrials | 1.97% | ₹95.69 Cr |
| Uno Minda Ltd | Consumer Discretionary | 1.95% | ₹94.88 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Mahindra Manulife Mid Cap Fund Regular-growth
What is the current AUM of Mahindra Manulife Mid Cap Fund Regular-growth?
As of Sun May 31, 2026, Mahindra Manulife Mid Cap Fund Regular-growth manages assets worth ₹4,865.7 crore
How has Mahindra Manulife Mid Cap Fund Regular-growth performed recently?
- 3 Months: 13.85%
- 6 Months: 9.78%
What is the long-term performance of Mahindra Manulife Mid Cap Fund Regular-growth?
- 3 Years CAGR: 21.98%
- 5 Years CAGR: 18.69%
- Since Inception: 16.64%
What is the portfolio composition of Mahindra Manulife Mid Cap Fund Regular-growth?
Equity: 97.92%, Debt: 0.03%, Others: 2.05%.
Who manages Mahindra Manulife Mid Cap Fund Regular-growth?
Mahindra Manulife Mid Cap Fund Regular-growth is managed by Manish Lodha from Mahindra Manulife Mutual Fund.
What is the market-cap allocation of Mahindra Manulife Mid Cap Fund Regular-growth?
Large Cap: 6.83%, Mid Cap: 75.82%, Small Cap: 17.35%.
Which are the top companies Mahindra Manulife Mid Cap Fund Regular-growth has invested in?
- Indusind Bank Ltd – 2.98% of the fund's portfolio
- The Federal Bank Ltd – 2.84% of the fund's portfolio
- Nippon Life India Asset Management Ltd – 2.63% of the fund's portfolio
- Kei Industries Ltd – 2.61% of the fund's portfolio
- JSW Energy Ltd – 2.57% of the fund's portfolio
Which are the major sectors Mahindra Manulife Mid Cap Fund Regular-growth focuses on?
- Financial – 20.05% of the fund's portfolio
- Industrials – 9.12% of the fund's portfolio
- Technology – 4.47% of the fund's portfolio
- Consumer Discretionary – 4.26% of the fund's portfolio
- Healthcare – 4.10% of the fund's portfolio
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