Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan - IDCW

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Mid Cap NAV 16.6273 0 02 December, 2022

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 22 January, 2018
Benchmark Nifty Midcap 150 TRI
Asset Size(Cr) 858.91 (As on 30-06-2022)
Turn over 91.00%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 2.42% (As on 31-05-2022)
Fund Manager Manish Lodha,Abhinav Khandelwal

Investment Returns (As on 02 Dec, 2022)

Duration Returns Benchmark Category
1 W -1.11% 0.88% 0.67%
1 M 0.1% 4.1% 4.96%
3 M -1.11% -8.53% -7.36%
6 M 8.6% -12.38% -11.45%
1 Y -6.06% -0.75% 1.31%
2 Y 32.45% 31.43% 34.58%
3 Y 16.9% 9.92% 20.06%
5 Y - 5.22% 11.35%

Risk Mesasures (As on 02 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
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Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan - IDCW -6.06% 16.9% 0%
Kotak Emerging Equity Scheme - Growth 3.5% 24.43% 13.83%
HDFC Mid-Cap Opportunities Fund - Growth Plan 8.83% 23.86% 12.07%
Axis Midcap Fund - Regular Plan - Growth -6.56% 19.31% 15.49%
DSP Midcap Fund - Regular Plan - Growth -7.01% 15.53% 9.41%

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