Mahindra Manulife Mid Cap IDCW-R
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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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 Deviation20.0%
Sharpe Ratio0.07
Beta0.94
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
The Federal Bank LtdFinancial Services3.42%
IndusInd Bank LtdFinancial Services3.19%
Aditya Birla Capital LtdFinancial Services2.79%
Coforge LtdTechnology2.65%
Glenmark Pharmaceuticals LtdServices2.60%
Triparty RepoUtilities2.51%
IDFC First Bank LtdFinancial Services2.16%
KEI Industries LtdCapital Goods2.13%
Bank of MaharashtraFinancial Services2.07%
Nippon Life India Asset Management Ltd Ordinary SharesFinancial Services2.04%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.02%
Regulatory & Tax Information
INF174V01481
ISINDailyDealing Frequency
Nifty Midcap 150 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)