FundLens
65
Mid CapBuy

Mahindra Manulife Mid Cap

Mahindra Manulife · Direct–Growth · rank #10 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
12.1%
+5.1% vs index
3 Years
17.9%
+3.1% vs index
5 Years
18.4%
+2.1% vs index
Since launch
19.0%

Year-by-year performance

last entry = YTD
2021
+52.3%
2022
+2.0%
2023
+49.3%
2024
+31.2%
2025
+2.7%
2026
+8.5%

Why this score

Mahindra Manulife Mid Cap scores 65/100 — #10 of 34 Mid Cap fund (Buy). It stands out for 5y return and expense ratio — beating 75% of peers on 5y return. The main drag is its volatility (better than only 37% of peers).

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

5Y return18.41% · 75th percentile in category
Expense ratio0.75% · 85th percentile in category
3Y return17.86% · 65th percentile in category
Sharpe ratio0.86 · 69th percentile in category
1Y return12.06% · 82nd percentile in category
Volatility17.24 · 37th 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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