Mahindra Manulife Mid Cap Fund · Regular · Growth
NAV
₹36.0263
as of 16 Jun 2026
Expense Ratio
1.87%
AUM
₹4,305 Cr
Lumpsum returns (CAGR)
- 1Y
- +9.33%
- 3Y
- +21.67%
- 5Y
- +18.49%
- Since Inception
- +16.54%
SIP returns (XIRR)
- 1Y
- +15.83%
- 3Y
- +14.10%
- 5Y
- +18.32%
- Since Inception
- +20.39%
This fund trailed its benchmark
Top performers in Mid Cap by 5Y CAGR
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Invesco India Midcap Fund · Regular · Growth
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹50,500
Invested
₹1,17,155
Value today
19.5%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹3,449
Value today
16.0%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹5,05,000
Withdrawn
₹22,77,147
Corpus left
+₹17,82,147 net gain — withdrew ₹5,05,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹22,11,367
Value today
+6.9%
vs lumpsum
STP beat direct lumpsum by 6.9% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹4,89,129
Value today
4.9×
Multiple
Staying invested through that crash turned ₹1L into ₹4,89,129 — a 4.9× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.04
Sharpe Ratio
+0.02
Alpha
0.43
Beta
0.03
Sortino
17.09%
Std Dev
-17.46%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Mahindra Manulife Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Mahindra Manulife Mid Cap Fund · Regular · Growth is a Mid Cap mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹4,305 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.87%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations