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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.48 | 49.80 | 1.58 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 58.07 | 1.54 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Midcap 150 - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mahindra Manulife Mid Cap Fund | 34.30% | 26.75% | 21.05% |
HDFC Mid-Cap Opportunities Fund | 30.85% | 28.97% | 22.24% |
Kotak Emerging Equity Fund | 36.30% | 24.46% | 22.19% |
Nippon India Growth Fund | 30.50% | 27.18% | 19.84% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
3.36 %
Holdings
3.10 %
Holdings
2.83 %
Mahindra Asset Management Company Private Ltd. (MAMCPL) is established under the Companies Act, 1956. The company is the asset manager of Mahindra Mutual Fund, established as a trust under the Indian Trusts Act, 1882. It is registered with SEBUI under the registration number MF/069/16/01.
No.of Schemes
23
Total AUM
₹ 28,729.35 Cr.
Kirti Dalvi
AUM: ₹3,460.90 Cr.
|
Exp: 18yrs
Krishna Sanghavi
AUM: ₹10,793.12 Cr.
|
Exp: 17yrs
Manish Lodha
AUM: ₹21,503.68 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%