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Mahindra Manulife Mid Cap Unnati Yojana

Mahindra Manulife Mid Cap Unnati Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.79

as on 28 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,351 today.

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NAV Performance

Mahindra Manulife Mid Cap Unnati Yojana performance graph for last 3 years
Performance of Mahindra Manulife Mid Cap Unnati Yojana for last 3 Years

Fund Information

  • ₹ 15.369

    as on 28 Jun 2022
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 821 Cr.

    as on 31 Dec 2021
  • 2.4%

  • 30 Jan 2018

  • Equity - Mid Cap Fund

  • Nifty 50

  • Mahindra Mutual Fund

    Show All Funds
  • Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Mahindra Manulife Mid Cap Unnati Yojana is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 30 Jan 2018. This fund is offered by one of the top AMC (Assets Management Company) Mahindra Mutual Fund. You can also view here all other Equity funds offered by Mahindra Mutual Fund.

Latest NAV of the fund is ₹ 15.369 as on 28 Jun 2022.

This fund has 4 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.4%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

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.

List of Fund Managers of Mahindra Manulife Mid Cap Unnati Yojana

  • About V.Balasubramanian

    Picture of V.Balasubramanian
  • About Manish Lodha

    Picture of Manish  Lodha

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.22% -2.69% -0.90% 26.13% 45.08% 28.95% 17.73% 19.82% 3.20% 26.03% 31.91% 23.05% 18.06%
Category Average -1.38% -6.81% -9.35% 2.31% 32.52% 17.44% 11.48% 17.07% -11.38% 14.41% 19.98% 14.67% 15.49%
Mahindra Manulife Mid Cap Unnati Yojana -3.35%₹ 9,665 -9.73%₹ 9,026 -10.88%₹ 8,911 -1.77%₹ 9,823 -14.57%₹ 11,034 29.76%₹ 16,862 13.49%₹ 27,448 17.79%₹ 16,351 19.12%₹ 47,674 - - - -
Kotak Emerging Equity Fund -1.96%₹ 9,804 -5.97%₹ 9,402 -8.07%₹ 9,193 1.46%₹ 10,145 -9.50%₹ 11,376 35.39%₹ 18,360 16.74%₹ 28,303 18.95%₹ 16,838 22.21%₹ 49,770 12.92%₹ 18,365 16.80%₹ 91,275 19.65%₹ 60,215 18.06%₹ 3,10,149
PGIM India Midcap Opportunities Fund -0.80%₹ 9,920 -6.64%₹ 9,335 -11.25%₹ 8,874 5.86%₹ 10,586 -10.21%₹ 11,328 45.08%₹ 21,091 21.88%₹ 29,672 28.95%₹ 21,454 31.91%₹ 56,749 15.77%₹ 20,807 23.05%₹ 1,06,260 - -
Edelweiss Mid Cap Fund -1.26%₹ 9,874 -6.62%₹ 9,338 -10.91%₹ 8,908 0.39%₹ 10,038 -11.95%₹ 11,211 36.30%₹ 18,610 16.10%₹ 28,132 19.37%₹ 17,017 22.42%₹ 49,919 13.16%₹ 18,558 16.38%₹ 90,354 - -
Axis Mid Cap Fund -1.73%₹ 9,826 -9.18%₹ 9,081 -12.73%₹ 8,727 -1.10%₹ 9,889 -15.85%₹ 10,946 25.78%₹ 15,840 9.41%₹ 26,386 17.80%₹ 16,353 16.34%₹ 45,842 15.76%₹ 20,799 15.61%₹ 88,664 19.16%₹ 57,761 16.89%₹ 2,91,224
Nippon India Growth Fund -0.08%₹ 9,992 -5.61%₹ 9,438 -7.39%₹ 9,261 6.30%₹ 10,629 -8.49%₹ 11,443 36.10%₹ 18,555 17.99%₹ 28,632 18.27%₹ 16,548 22.74%₹ 50,139 13.08%₹ 18,497 16.84%₹ 91,379 16.28%₹ 45,246 15.72%₹ 2,73,506

Portfolio Holdings

Portfolio holdings pattern of Mahindra Manulife Mid Cap Unnati Yojana as on 29 Jun 2022 are listed below:

  • Equity Holdings:

    94.12%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.88%

Top Sector Holdings of Mahindra Manulife Mid Cap Unnati Yojana

Name of SectorHolding PercentageHolding Values in Crore
Banks 9.26% ₹ 80.02 Cr.
Cement 6.85% ₹ 59.23 Cr.
Chemicals - Speciality 6.81% ₹ 58.94 Cr.
Computers - Software 4.10% ₹ 35.45 Cr.
NBFC 3.87% ₹ 33.50 Cr.
Others 69.11% -

Top Stock Holdings of Mahindra Manulife Mid Cap Unnati Yojana

Name of StocksHolding PercentageHolding Values in Crore
Deepak Nitrite Ltd. 2.88% ₹ 24.90 Cr.
Grindwell Norton Ltd. 2.77% ₹ 23.96 Cr.
Atul Ltd. 2.61% ₹ 22.60 Cr.
Zee Entertainment Enterprises Ltd. 2.60% ₹ 22.46 Cr.
CRISIL Ltd. 2.57% ₹ 22.21 Cr.
Others 86.57% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.00%
Net Receivables -0.12%