Should I invest in Mahindra Manulife Mid Cap Fund?

We don't give personal investment advice. Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW 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: 26.5%. 5-year CAGR: 11.29%.

Mahindra Manulife

Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW

Latest NAV

₹25.6924

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%	+0.14%	-0.76	18 / 18	Q4
1W	-2.53%	-1.89%	-0.64	17 / 18	Q4
2W	+0.20%	-0.02%	+0.23	6 / 18	Q2
1M	+0.44%	+0.86%	-0.41	12 / 18	Q3
3M	+0.16%	+2.83%	-2.67	13 / 18	Q3
6M	-1.70%	-3.32%	+1.62	9 / 17	Q3
YTD	-2.95%	-2.40%	-0.55	10 / 17	Q3
1Y	+1.92%	+1.37%	+0.55	7 / 16	Q2
2Y	+0.33%	+2.03%	-1.71	9 / 15	Q3
3Y	+16.25%	+14.91%	+1.34	6 / 15	Q2
4Y	+14.96%	+12.50%	+2.46	4 / 9	Q2
5Y	+11.29%	+10.82%	+0.47	5 / 8	Q3
7Y	+15.34%	+12.54%	+2.80	2 / 6	Q2
10Y	—	—	—	—	—
Inception	+12.92%	+13.31%	-0.40	12 / 18	Q3

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	-2.95%	-2.40%	-0.55	10 / 17
2025	-3.67%	-3.20%	-0.48	10 / 15
2024	+22.58%	+26.81%	-4.23	11 / 15
2023	+37.98%	+30.78%	+7.20	4 / 14
2022	-5.94%	-4.18%	-1.76	6 / 8
2021	+44.17%	+41.99%	+2.18	4 / 7
2020	+18.76%	+19.92%	-1.16	3 / 6
2019	+5.63%	+0.75%	+4.88	1 / 5
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

+16.65%

90 windows

min -20.8% · max 75.8%

64% positive

3-Year rolling

+18.79%

65 windows

min 10.9% · max 25.9%

100% positive

5-Year rolling

+18.45%

41 windows

min 8.6% · max 25.7%

100% positive

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

7-Year rolling

+15.14%

17 windows

min 12.4% · max 16.8%

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

17.24%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.91

Downside-only deviation

Max drawdown

-23.15%

Sep 2024 → Apr 2025

% positive months

69.4%

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 - IDCW - REGULAR PLAN	Bandhan	₹16.6680	3 Jun 2026
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹40.7876	3 Jun 2026
Mirae Asset Midcap Fund Regular IDCW	Mirae Asset	₹24.5060	3 Jun 2026
Edelweiss Mid Cap Fund - Regular Plan - IDCW Option	Edelweiss	₹60.0080	3 Jun 2026
HSBC Midcap Fund - Regular IDCW	HSBC	₹83.1674	3 Jun 2026
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹55.8003	3 Jun 2026
Canara Robeco Mid Cap Fund- Regular Plan- IDCW	Canara Robeco	₹15.8700	3 Jun 2026
PGIM India Midcap Fund - Regular Plan - Dividend Option - Payout	PGIM India	₹22.3300	3 Jun 2026
Axis Midcap Fund - Regular Plan - IDCW	Axis	₹39.1800	3 Jun 2026
Bank of India Mid Cap Fund - Regular Plan IDCW	Bank of India	₹10.0000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹25.6924
2 Jun 2026	₹25.8542
1 Jun 2026	₹25.7204
29 May 2026	₹26.0946
27 May 2026	₹26.3597
26 May 2026	₹26.1813
25 May 2026	₹26.1086
22 May 2026	₹25.8753
21 May 2026	₹25.7678
20 May 2026	₹25.6399

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 - IDCW is ₹25.6924. It's a Mid Cap Fund from Mahindra Manulife, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of 1.92% — +0.55 pp ahead of the Mid Cap Fund category average of 1.37%. The fund ranks #7 of 16 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW has delivered a CAGR of 16.25% — +1.34 pp ahead of the Mid Cap Fund category average of 14.91%. The fund ranks #6 of 15 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW has delivered a CAGR of 11.29% — +0.47 pp ahead of the Mid Cap Fund category average of 10.82%. The fund ranks #5 of 8 in its category — the third (Q3) quartile.

₹1 lakh invested in Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW exactly 5 years ago would be worth approximately ₹170,716 today — a multiplier of 1.71×, based on the 5-year CAGR of 11.29%. The category average over the same window would have grown ₹1 lakh to ₹167,115.

A ₹10,000 monthly SIP in Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹777,348 today. That's an XIRR (money-weighted annualised return) of 10.29%.

Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,396,735 — XIRR 14.26%.

On a 5-year basis, Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW ranks #5 out of 8 funds in the Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.82%; this fund delivered 11.29%.

The worst peak-to-trough decline Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW has experienced over the last 5-year window is 26.49% — 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 - IDCW averaged 18.45% (best 25.75%, worst 8.58%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.34 — weak risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW returned -3.67% — lagging the Mid Cap Fund category average of -3.20% by 0.48 pp. It ranked #10 of 15 in its category that year.

Mahindra Manulife Mid Cap Fund- Regular Plan - IDCW 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 - IDCW 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: 26.5%. 5-year CAGR: 11.29%.

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 - IDCW

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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