Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Mahindra Manulife Mid Cap Fund - Portfolio Analysis

  • ₹33.62 (-0.0154%)

    Current NAV 18-07-2024

  • 64.22%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹1000

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Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 94.97%
  • Others 5.03%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 63.39
Large Cap 13.76
Small Cap 12.87
Others 4.95

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial

Capital Goods

Healthcare

Metals & Mining

Automobile

Services

Energy

Chemicals

Communication

Technology

Consumer Staples

Materials

Diversified

Consumer Discretionary

Textiles

Construction

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
19-Jul-2024
Holdings PE Ratio
19-Jul-2024
1Y Return
Indus Towers Ltd. Mid Cap Communication (25.46) 3.1% 18.27 142.99%
Hero Motocorp Ltd. Mid Cap Automobile (36.5) 2.98% 28.94 74.94%
Indian Bank Mid Cap Financial (12.58) 2.86% 8.96 72.38%
REC Ltd. Large Cap Financial (19.92) 2.83% 11.11 267.65%
Persistent Systems Ltd. Technology 2.78% 0%
Max Healthcare Institute Ltd. Mid Cap Healthcare (82.15) 2.56% 84.42 50.15%
CG Power and Industrial Solutions Ltd. Mid Cap Capital Goods (109.69) 2.32% 72.43 62.19%
Union Bank of India Large Cap Financial (12.58) 2.27% 7.5 59.41%
Bharti Hexacom Ltd. Communication 2.17% 0%
Nippon Life India Asset Management Ltd. Mid Cap Financial (37.47) 2.09% 36.25 114.08%
Jindal Steel & Power Ltd. Large Cap Metals & Mining (20.91) 2.09% 16.23 47.74%
Zomato Ltd. Large Cap Services (36.51) 1.94% -10.49 85.47%
Steel Authority Of India Ltd. Mid Cap Metals & Mining (32.18) 1.78% 19.16 56.63%
Schaeffler India Ltd. Mid Cap Capital Goods (57.74) 1.78% 0 23.62%
Container Corporation Of India Ltd. Mid Cap Services (50.67) 1.76% 48.79 47.14%
Oil India Ltd. Mid Cap Energy (11.27) 1.75% 14.66 234.76%
L&T Finance Ltd. Mid Cap Financial (31.84) 1.72% 18.78 31.09%
Deepak Nitrite Ltd. Mid Cap Chemicals (52.7) 1.7% 46.45 38.59%
Zydus Lifesciences Ltd. Mid Cap Healthcare (43.74) 1.67% 29.26 87.77%
Godrej Industries Ltd. Small Cap Consumer Staples (71.51) 1.65% 491.57 81.91%
Power Finance Corporation Ltd. Large Cap Financial (19.92) 1.57% 8.9 194.12%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (54.38) 1.54% 42.12 148.58%
Apar Industries Ltd. Small Cap Diversified (67.66) 1.53% 38.8 117.31%
Max Financial Services Ltd. Mid Cap Financial (24.49) 1.53% 102.26 22.58%
Coal India Ltd. Large Cap Materials (19.92) 1.52% 8.96 113.56%
Biocon Ltd. Mid Cap Healthcare (43.74) 1.5% 39.28 25.45%
Voltas Ltd. Mid Cap Consumer Discretionary (85) 1.5% 191.6 87.67%
Escorts Kubota Ltd. Mid Cap Automobile (51.22) 1.48% 41.17 67.87%
Torrent Power Ltd. Mid Cap Energy (24.4) 1.46% 40.01 143.95%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (20.54) 1.46% 4.55 72.48%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (208.05) 1.44% 183.53 160.49%
Mphasis Ltd. Mid Cap Technology (19.56) 1.42% 0 0%
Lupin Ltd. Mid Cap Healthcare (132.95) 1.38% 167.31 197.56%
Aurobindo Pharma Ltd. Mid Cap Healthcare (43.74) 1.38% 24.63 77.53%
Piramal Enterprises Ltd. Mid Cap Healthcare (29.95) 1.35% -12.43 -4.9%
Aditya Birla Fashion and Retail Ltd. Small Cap Services (102.94) 1.34% -51.07 47.91%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 1.33% 0 0%
Minda Corporation Ltd. Small Cap Automobile (46.01) 1.32% 0 0%
LIC Housing Finance Ltd. Mid Cap Financial (14.62) 1.29% 8.92 101.35%
Kei Industries Ltd. Mid Cap Capital Goods (55.93) 1.27% 62.59 57.25%
The Federal Bank Ltd. Mid Cap Financial (19.31) 1.26% 12.11 41.45%
NMDC Ltd. Mid Cap Metals & Mining (10.05) 1.21% 10.88 109.86%
Solar Industries India Ltd. Mid Cap Chemicals (26.29) 1.18% 0 14.53%
Crisil Ltd. Mid Cap Services (45.6) 1.17% 47.95 10.16%
Grindwell Norton Ltd. Mid Cap Metals & Mining (84.7) 1.13% 75.21 19.95%
Suzlon Energy Ltd. Mid Cap Capital Goods (117.15) 1.02% 113.6 205.66%
Linde India Ltd. Mid Cap Chemicals (140.93) 1.01% 160.49 86.67%
Jindal Stainless Ltd. Mid Cap Metals & Mining (28.76) 0.98% 21.05 131.64%
Gujarat Fluorochemicals Ltd. Mid Cap Chemicals (67.66) 0.97% 81.94 15.2%
Page Industries Ltd. Mid Cap Textiles (55.63) 0.94% 0 10.76%
CESC Ltd. Small Cap Energy (24.4) 0.94% 16.14 124.14%
Emami Ltd. Small Cap Consumer Staples (71.51) 0.91% 47.95 92.4%
Century Textiles & Industries Ltd. Small Cap Consumer Staples (16.93) 0.89% 479.12 131.13%
AIA Engineering Ltd. Mid Cap Metals & Mining (27.61) 0.85% 35.38 20.8%
Vedant Fashions Ltd. Mid Cap Services (9.67) 0.81% 0 100.72%
Gland Pharma Ltd. Mid Cap Healthcare (43.74) 0.8% 42.47 67.22%
NLC India Ltd. Small Cap Energy (24.4) 0.8% 20.04 127.99%
Kaynes Technology India Ltd. Small Cap Capital Goods (117.15) 0.79% 135.89 114.5%
Endurance Technologies Ltd. Mid Cap Automobile (44.5) 0.76% 0 25.18%
Abbott India Ltd. Mid Cap Healthcare (43.74) 0.75% 0 16.14%
Anant Raj Ltd. Small Cap Construction (112.41) 0.75% 63.56 146.44%
Dalmia Bharat Ltd. Mid Cap Materials (55.77) 0.69% 41.26 -10.89%
Aarti Industries Ltd. Small Cap Chemicals (67.66) 0.69% 58.31 43.59%
Lakshmi Machine Works Ltd. Small Cap Capital Goods (117.15) 0.65% 44.89 12.1%
Kirloskar Oil Engines Ltd. Small Cap Capital Goods (53.72) 0.61% 40.58 194.09%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 5.03

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 4.06% 0%
Others Others 0.97% 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Mahindra Manulife Mid Cap Fund ?

The top holdings of this fund are Indus Towers Ltd., Hero Motocorp Ltd., Indian Bank, REC Ltd., Persistent Systems Ltd.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Mahindra Manulife Mid Cap Fund ?

The major sectors of this fund are Financial, Capital Goods, Healthcare, Metals & Mining, Automobile.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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