Aeterna Wealth
Mid Cap · Regular plan · Growth

Mahindra Manulife Mid Cap Fund (Regular)

Mahindra Manulife Mutual Fund · benchmark Nifty Midcap 150 TRI · 8.7 years old · AMFI code 142109

A
Track-record rating: 9 of 28 in Mid Cap

A (top 30%), score 61.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-0.6%0.9%-1.5%32 / 32
1 year2.9%1.4%+1.5%13 / 30
3 years (a year)15.2%15.3%-0.0%17 / 28
5 years (a year)14.3%14.4%-0.1%8 / 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-21.4%
Up capture, 3Y99
Down capture, 3Y97
Information ratio, 3Y0.05
Jensen's alpha, 3Y+0.3%
Beta, 3Y0.96
Sharpe, 3Y0.47

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 (Regular plan)?

₹34.65 on 5 Nov 2026 (Growth option).

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

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

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

15.2% a year (Regular 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: 9 of 28 Regular 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.