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Mahindra Manulife Mid Cap Fund Regular Growth

Medium
Risk
Equity
Mid Cap Fund
+
28.78
%
28.78
%
3Y annualised
+
-0.06
%
-0.06
%
1 Day returns
Fund size
2074
NAV:
Feb 23, 2024
27.8018
Sector
Tech
Type
Equity
Launched
Jan 2018
Min Investment
1000
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
REC Ltd
3.91
%
NHPC Ltd
2.94
%
Lupin Ltd
2.54
%
Aurobindo Pharma Ltd
2.39
%
Indus Towers Ltd Ordinary Shares
2.36
%
Max Healthcare Institute Ltd Ordinary Shares
2.21
%
Indian Bank
2.21
%
The Federal Bank Ltd
2.13
%
Godrej Industries Ltd
2.13
%
Persistent Systems Ltd
2.12
%

Expense ratio, exit load and tax

Expense Ratio:

2

%

Inclusive of GST

Exit load

Exit load of 1.0% if redeemed within 3.0 Months, 0.0 % if redeemed after 3.0 Months.

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

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Mahindra Manulife Mid Cap Fund Regular Growth
More details

Investment objective

The investment objective of the Scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
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* Returns are calculated as per lifetime average per annum returns of the fund.
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