Should I invest in Mahindra Manulife Mid Cap Fund?

We don't give personal investment advice. Mahindra Manulife Mid Cap Fund - Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.7%. 5-year CAGR: 18.39%.

Mahindra Manulife

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Latest NAV

₹34.9959

As of

3 Jun 2026

2,048 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.63%	+0.15%	-0.78	20 / 20	Q4
1W	-2.53%	-1.87%	-0.67	19 / 20	Q4
2W	+0.20%	-0.13%	+0.33	6 / 20	Q2
1M	+0.44%	+0.80%	-0.36	12 / 20	Q3
3M	+6.41%	+4.64%	+1.77	7 / 19	Q2
6M	+4.43%	-0.33%	+4.77	2 / 19	Q1
YTD	+3.10%	+0.28%	+2.82	3 / 19	Q1
1Y	+8.27%	+5.26%	+3.01	5 / 18	Q2
2Y	+5.70%	+5.72%	-0.01	10 / 17	Q3
3Y	+22.19%	+18.84%	+3.36	5 / 17	Q2
4Y	+21.32%	+17.35%	+3.98	2 / 11	Q1
5Y	+18.39%	+14.80%	+3.58	3 / 10	Q2
7Y	+20.55%	+17.39%	+3.16	3 / 8	Q2
10Y	—	—	—	—	—
Inception	+17.19%	+16.96%	+0.23	10 / 20	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.10%	+0.28%	+2.82	3 / 19
2025	+0.65%	+0.08%	+0.57	10 / 17
2024	+28.25%	+30.15%	-1.90	12 / 17
2023	+47.38%	+35.88%	+11.50	1 / 16
2022	+0.23%	-0.89%	+1.12	5 / 10
2021	+48.56%	+43.61%	+4.95	4 / 9
2020	+18.76%	+23.21%	-4.45	6 / 8
2019	+5.62%	+5.88%	-0.26	4 / 7
2018	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.86%

90 windows

min -20.8% · max 77.6%

79% positive

3-Year rolling

+23.76%

65 windows

min 11.0% · max 32.7%

100% positive

5-Year rolling

+23.52%

41 windows

min 12.1% · max 31.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+19.39%

17 windows

min 16.5% · max 21.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.01%

3-year · annualised

Sharpe ratio

0.94

vs risk-free 6.5%

Sortino ratio

1.64

Downside-only deviation

Max drawdown

-21.40%

Sep 2024 → Feb 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN	Bandhan	₹17.7700	3 Jun 2026
Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Motilal Oswal	₹90.2583	3 Jun 2026
Mirae Asset Midcap Fund - Regular Plan-Growth Option	Mirae Asset	₹37.5260	3 Jun 2026
Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Edelweiss	₹104.0860	3 Jun 2026
DSP BlackRock Small and Mid Cap Fund - Regular Plan - Dividend	DSP BlackRock	₹27.9460	3 Jun 2026
HSBC Midcap Fund - Regular Growth	HSBC	₹443.0330	3 Jun 2026
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹107.1995	3 Jun 2026
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option	Canara Robeco	₹17.2600	3 Jun 2026
PGIM India Midcap Fund - Regular Plan - Growth Option	PGIM India	₹62.3800	3 Jun 2026
Axis Midcap Fund - Regular Plan - Growth	Axis	₹114.9200	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹34.9959
2 Jun 2026	₹35.2162
1 Jun 2026	₹35.0340
29 May 2026	₹35.5437
27 May 2026	₹35.9047
26 May 2026	₹35.6618
25 May 2026	₹35.5627
22 May 2026	₹35.2450
21 May 2026	₹35.0986
20 May 2026	₹34.9244

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Mahindra Manulife Mid Cap Fund - Regular Plan - Growth is ₹34.9959. It's a Mid Cap Fund from Mahindra Manulife, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth has NAV history starting from 06 Feb 2018, a track record of about 8 years 3 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth is managed by Mahindra Manulife. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Mahindra Manulife Mid Cap Fund - Regular Plan - Growth has delivered a absolute return of 8.27% — +3.01 pp ahead of the Mid Cap Fund category average of 5.26%. The fund ranks #5 of 18 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Mahindra Manulife Mid Cap Fund - Regular Plan - Growth has delivered a CAGR of 22.19% — +3.36 pp ahead of the Mid Cap Fund category average of 18.84%. The fund ranks #5 of 17 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Mahindra Manulife Mid Cap Fund - Regular Plan - Growth has delivered a CAGR of 18.39% — +3.58 pp ahead of the Mid Cap Fund category average of 14.80%. The fund ranks #3 of 10 in its category — the second (Q2) quartile.

₹1 lakh invested in Mahindra Manulife Mid Cap Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹232,534 today — a multiplier of 2.33×, based on the 5-year CAGR of 18.39%. The category average over the same window would have grown ₹1 lakh to ₹199,434.

A ₹10,000 monthly SIP in Mahindra Manulife Mid Cap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹923,141 today. That's an XIRR (money-weighted annualised return) of 17.25%.

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,766,812 — XIRR 20.86%.

On a 5-year basis, Mahindra Manulife Mid Cap Fund - Regular Plan - Growth ranks #3 out of 10 funds in the Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 14.80%; this fund delivered 18.39%.

The worst peak-to-trough decline Mahindra Manulife Mid Cap Fund - Regular Plan - Growth has experienced over the last 5-year window is 21.66% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Mahindra Manulife Mid Cap Fund - Regular Plan - Growth averaged 23.52% (best 31.00%, worst 12.09%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.73 — reasonable risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Mid Cap Fund - Regular Plan - Growth returned 0.65% — beating the Mid Cap Fund category average of 0.08% by 0.57 pp. It ranked #10 of 17 in its category that year.

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Mahindra Manulife Mid Cap Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.7%. 5-year CAGR: 18.39%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Mid Cap Fund

Recent NAVs

Frequently asked questions

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