Mahindra Manulife Mid Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.2%
Sharpe Ratio-0.06
Beta0.97
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Max Healthcare Institute Ltd Ordinary SharesServices3.52%
Indian BankFinancial Services2.56%
Tube Investments of India Ltd Ordinary SharesCapital Goods2.40%
Triparty RepoUtilities2.21%
UNO Minda LtdConsumers2.20%
Bharti Hexacom LtdServices2.15%
APL Apollo Tubes LtdCapital Goods2.09%
Net Receivables / (Payables)Utilities2.05%
JSW Energy LtdUtilities2.00%
JK Cement LtdCapital Goods2.00%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.86%
Regulatory & Tax Information
INF174V01499
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)