Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★★vs Nifty Midcap 150 TR 17 BenchmarkISIN INF174V01473

NAV · 06-Jul-2026

₹36.6737

+4.20%

+6.30%

1Y (CAGR)

+8.13%

3Y (CAGR)

+21.92%

5Y (CAGR)

+18.20%

Since inception (CAGR)

+17.59%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

16.88%

Downside dev (3y)

14.30%

Max drawdown (3y)

-21.4%

Sharpe (3y)

0.91

SIP XIRR (3y)

+13.20%

SIP XIRR (5y)

+18.41%

Calendar-year returns

2020 +18.8%2021 +49.8%2022 +0.2%2023 +47.0%2024 +29.3%2025 +1.2%

Vs benchmark — Nifty Midcap 150

3y monthly · 36 months of overlap

Beta

0.94

Alpha (p.a.)

+2.45%

Up capture

99.4%

Down capture

90.5%

Correlation

0.98

Fund facts

Fund managerKrishna Sanghavi · Neelesh Dhamnaskar · Kirti Dalvi

AUM₹48,656 Cr

TER · AMFI officialDirect 0.74% · Regular 2.09% (2026-06-30)

Launch date08-Jan-2018

Plan typeOpen Ended · Equity

Min lumpsumRs. 1000 and in multiples of Re. 1/- thereafter

Lock-inNone

Volatility17.59

AMCMahindra Manulife Investment Management Pvt Ltd

Objective · The investment objective of the Scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies.

scheme documents ↗