Aeterna Wealth
Mid Cap · Direct plan · Growth

Mahindra Manulife Mid Cap Fund (Direct)

Mahindra Manulife Mutual Fund · benchmark Nifty Midcap 150 TRI · 8.7 years old · AMFI code 142110

A
Track-record rating: 8 of 28 in Mid Cap

A (top 30%), score 68.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months0.0%0.9%-0.9%31 / 32
1 year4.2%1.4%+2.9%12 / 30
3 years (a year)16.9%15.3%+1.6%16 / 28
5 years (a year)16.0%14.4%+1.6%7 / 21

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y17.1%
Max fall, 5Y-20.9%
Up capture, 3Y102
Down capture, 3Y95
Information ratio, 3Y0.43
Jensen's alpha, 3Y+2.0%
Beta, 3Y0.96
Sharpe, 3Y0.57

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Mahindra Manulife Mid Cap Fund (Direct plan)?

₹39.91 on 5 Nov 2026 (Growth option).

What is the expense ratio of Mahindra Manulife Mid Cap Fund (Direct)?

0.78% a year; the Regular plan's is 2.05%.

What return has Mahindra Manulife Mid Cap Fund given over 3 years?

16.9% a year (Direct plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.

How is Mahindra Manulife Mid Cap Fund rated?

A: 8 of 28 Direct plans in Mid Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Mahindra Manulife Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.