FundLens
69
Mid CapBuy

MahIndra Manulife Mid Cap

Mahindra Manulife · Direct–Growth · rank #8 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
14.3%
+4.6% vs index
3 Years
19.3%
+2.8% vs index
5 Years
19.0%
+2.2% vs index
Since launch
19.2%

Year-by-year performance

last entry = YTD
2021
+52.3%
2022
+2.0%
2023
+49.3%
2024
+31.2%
2025
+2.7%
2026
+9.4%

Why this score

MahIndra Manulife Mid Cap scores 69/100 — #8 of 34 Mid Cap fund (Buy). It stands out for 5y return and sharpe ratio — beating 75% of peers on 5y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.

5Y return18.99% · 75th percentile in category
Sharpe ratio1.05 · 84th percentile in category
3Y return19.28% · 68th percentile in category
Expense ratio0.76% · 80th percentile in category
Alpha2.83 · 79th percentile in category
1Y return14.31% · 82nd percentile in category

Top holdings

top 5 = 15% of portfolio
1.The Federal Bank Ltd3.77%
2.Indusind Bank Ltd3.5%
3.Nippon Life India Asset Management Ltd2.61%
4.L&T Finance Holdings Ltd2.56%
5.Coforge Ltd2.54%

55 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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