Mahindra Manulife Mid Cap Unnati Yojana

GrowthEquity Mid Cap Fund

30.809

21.65%

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

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

Riskometer

Investors understand that their principal
will be at Very High risk

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.04% 1.54% -3.35% 14.89% 35.26% 27.00% 35.50% 17.60%
Category Average 2.20% -0.73% -7.04% 5.06% 26.57% 19.05% 28.34% 15.37%
Mahindra Manulife Mid Cap Unnati Yojana 2.00% 0.00% -7.19% 3.11% 30.08% 21.65% 29.15% -
Motilal Oswal Mid Cap 30 Fund 1.67% -1.78% -8.29% 13.58% 35.26% 27.00% 35.50% 17.60%
HDFC Mid-Cap Opportunities Fund 2.69% -0.31% -4.97% 7.53% 29.94% 24.63% 32.14% 17.20%
Nippon India Growth Fund 2.78% 1.21% -5.44% 8.24% 31.72% 23.46% 32.48% 17.17%
Edelweiss Mid Cap Fund 3.00% 0.07% -5.43% 12.78% 31.48% 23.22% 31.90% -
Invesco India Mid Cap Fund 2.31% 1.54% -3.35% 14.89% 31.58% 23.18% 28.88% 16.65%

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