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NS Wealth Research

Mahindra Manulife Mid Cap Fund

Details as per 28-Feb-2026

NSW RANK – 4

For March 2026

 

Category : Mid Cap Equity Scheme

Who should Invest?

The overall investment philosophy behind the Mahindra Manulife Midcap fund is to invest in high-growth potential companies well-positioned to become tomorrow’s large caps in their sectors. The scheme’s fund management team follows a bottom-up stock-picking portfolio strategy, focusing on specific stocks rather than sectors or industries. The scheme is best suited for investors looking for a minimum investment horizon of 5 to 7 years. Over the period of the last 6 years of the scheme launch, it has shown a strong resilience to losses in market downturns, making the scheme ideal for investors who can be called “Conservative risk takers, “meaning investors who are comfortable with sharp short-term price swings but looking to boost their existing large-cap portfolio foundation with additional growth engine by a midcap exposure.

Available Options:

Growth , IDCW (Income Distribution cum Capital Withdrawal) , IDCW Reinvestment:

Latest Returns:

1 Year 3 Year 5 Year
2.8% 26.6% 25.7%

Portfolio Details

 

 

 

 

Top Sector Holdings Details
Financials 30.32%
Industrials 20.47%
Healthcare  11.76%
Consumer Discretionary 9.78%
Materials 7.76%
Technology 6.63%
Energy & Utilities 4.31%
Consumer Staples 4.06%
Real Estate 1.27%
   

 

 

 

 

Portfolio Concentration Details
No. of Stocks 59
Top 10 Stocks 26.62%
Top 5 Stocks 14.18%
Top 3 Sectors 62.55%
Portfolio P/B Ratio 3.24
Portfolio P/E Ratio 28.79

 

 

 

 

Top Stock Holdings Details
Glenmark Pharma 3.61%
Union Bank 2.82%
The Federal Bank 2.81%
Max Financial 2.75%
Indusind Bank 2.64%
Piramal Finance 2.55%
Indian Bank 2.54%
Indus Towers 2.52%
KEI 2.48%
   

FAQ or Frequently Asked Questions

Is it a good idea to invest in the Mahindra Manulife Mid Cap Fund?

Mahindra Manulife Mid Cap Fund is most suited for Investors with a high risk profile and is intended for consideration in a portfolio designed to achieve very long-term financial goals such as retirement, child education, etc. Whether the fund is good or bad depends on the investor’s ability to stay long in even sustained falling markets.

Can one invest in the Mahindra Manulife Mid Cap Fund through a Direct plan?

Mahindra Manulife Mid Cap offers a direct plan to all its investors. If you are a DIY investor or use the services of a fee-only advisor like NS Wealth, the direct plan is definitely the better option because it offers sustainable cost savings, which are reflected in your returns.

What are the key risks associated with investing in the Mahindra Manulife Growth Mid Cap Fund?

Like any other equity scheme, the Mahindra Manulife India Mid Cap fund is also affected by the regular risk associated with equity market investing, which is called systematic risk. The risk stems from poor macroeconomic conditions, global meltdowns, and both overall domestic and industry-specific policies. From the perspective of the Mahindra Manulife MidCap fund, which follows a stock-specific investment strategy, there may be additional risk due to its exposure to individual stocks.

Who is the fund manager of the Mahindra Manulife Growth Mid Cap Scheme?

The Mahindra Manulife Mid Cap fund is currently managed by a team of three fund managers, Krishna Sanghvi, Kirti Dalvi, and Neelesh Dhamnaskar.

How does Mahindra Manulife Mid Cap Fund’s expense ratio compare to its peers?

Mahindra Manulife Mid Cap Fund’s expense is 0.46% and 1.85%, respectively, for direct and regular plans. It is one of the cheapest schemes in the Midcap category in terms of its expense ratio.

Disclaimer

The Information in the ranking model and scheme information details is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

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