Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
Mid Cap
— 3Y
Mahindra Manulife Mutual Fund
Mid Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty Midcap 150 TRI
Mahindra Manulife Mid Cap Fund - Direct Plan -Growth is an open-ended mid cap scheme managed by Mahindra Manulife Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +11.1% | +9.5% | +1.6% |
| 3 Years | +25.3% | +24.0% | +1.3% |
| Since inception | +25.3% | +23.8% | +1.5% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
14.6%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.04
Category avg beta 1.02.
Sharpe (risk-adjusted)
0.69
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-18.8%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+0.2%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Axis Bank Ltd. | Financial Services | 14.5% |
| Kotak Mahindra Bank Ltd. | Financial Services | 7% |
| ITC Ltd. | Consumer Staples | 13.9% |
| Asian Paints Ltd. | Materials | 9.1% |
| Maruti Suzuki India Ltd. | Automobiles | 8.2% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 14.2% |
| Hindustan Unilever Ltd. | Consumer Staples | 8.5% |
| Mahindra & Mahindra Ltd. | Automobiles | 14.5% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2020
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
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Investor Z
2026-04-15
Charts load instantly on fibre — impressive polish.
Investor Y
2026-07-15
Compare tray makes advisor conversations faster.
Investor B
2026-02-15
Good ELSS context without pushing products.
Mahindra Manulife Mid Cap Fund - Direct Plan -Growth
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