FundLens
58
Mid CapHold

Mahindra Manulife Mid Cap

Mahindra Manulife · Direct–Growth · rank #14 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
-3.7%
+2.0% vs index
3 Years
14.7%
+1.9% vs index
5 Years
14.4%
+1.6% vs index
Since launch
17.0%

Year-by-year performance

last entry = YTD
2021
+52.3%
2022
+2.0%
2023
+49.3%
2024
+31.2%
2025
+2.7%
2026
-4.7%

Why this score

Mahindra Manulife Mid Cap scores 58/100 — #14 of 34 Mid Cap fund (Hold). It stands out for 5y return and expense ratio — beating 71% of peers on 5y return. The main drag is its volatility (better than only 34% of peers).

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

5Y return14.36% · 71st percentile in category
Expense ratio0.75% · 89th percentile in category
Volatility18.09 · 34th percentile in category
3Y return14.66% · 55th percentile in category
Fund size5058.42 Cr · 40th percentile in category
Sharpe ratio0.61 · 56th percentile in category

Top holdings

top 5 = 14.7% of portfolio
1.The Federal Bank Ltd3.42%
2.Indusind Bank Ltd3.19%
3.Aditya Birla Capital Ltd2.79%
4.Coforge Ltd2.65%
5.Glenmark Pharmaceuticals Ltd2.6%

63 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

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