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Mahindra Manulife Mid Cap Fund - Direct Plan -Growth

Mahindra Manulife · Scheme 142110

42.80 0.01%NAV · 2026-09-18
79
Strong FundScore
Start SIP
AUM
₹5,186 cr
Expense ratio
0.75%
3Y CAGR
22.4%
Risk level
High
Min SIP
₹500
Benchmark
Nifty Midcap 150 TRI
Fund manager: V BalasubramanianExit load: Exit load of 1% if redeemed within 3 months.
Strong · 79/100

A high-quality fund that scores well on the factors that matter.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Strong long-term record — 20.0% CAGR over 5 years.
  • Compounding well recently — 22.4% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • 3Y CAGR: +22.4%
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • Sortino ratio: 0.90

FundScore breakdown

79/100 · Strong
How it works →
89
Returns
Excellent
98
Consistency
Excellent
56
Risk-adjusted
Decent
56
Downside protection
Decent
80
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.