Mahindra Manulife Mid Cap Unnati Yojana

GrowthEquity Mid Cap Fund

31.942

22.27%

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

47,828

11,828

19.33%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 2,073.95 Cr.

  • Growth

  • 2.01%

  • Equity- Mid Cap Fund

  • NIFTY Midcap 150 TRI

  • 05 Jan 2018

  • Mahindra Manulife Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -0.53% 9.99% 19.82% 14.04% 30.89% 27.51% 33.54% 17.48%
Category Average -2.57% 3.30% 9.08% -0.63% 21.55% 20.15% 25.82% 15.25%
Mahindra Manulife Mid Cap Unnati Yojana -4.23% 0.54% 8.89% -4.67% 22.42% 22.27% 26.98% -
Motilal Oswal Mid Cap 30 Fund -1.51% 1.96% 7.71% 2.02% 29.66% 27.51% 33.54% 16.92%
Invesco India Mid Cap Fund -1.18% 9.99% 19.82% 14.04% 30.89% 27.25% 28.52% 17.48%
HDFC Mid-Cap Opportunities Fund -2.85% 5.05% 11.57% 3.67% 23.47% 25.59% 29.61% 17.17%
Nippon India Growth Fund -1.69% 4.28% 13.24% 2.62% 24.84% 24.31% 29.29% 17.08%
Edelweiss Mid Cap Fund -2.30% 3.91% 12.69% 4.47% 27.58% 23.96% 29.40% -

Fund Portfolio Details

Equity 93.58%

Debt 0.00%

Others 6.42%

Top Equity Holdings

Name of the EquityHolding Percentage
Max Healthcare Institute Ltd 3.19%
STATE BANK OF INDIA 2.87%
INDIAN BANK 2.33%
VOLTAS LTD. 2.20%
FEDERAL BANK LTD. 2.17%
Others 87.24%

Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 20.21%
Financial 15.72%
Automobile and Auto Components 10.25%
Healthcare 10.02%
Capital Goods 9.32%
Others 34.48%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk