Mahindra Manulife Mid Cap Fund
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Business Overview
The Mahindra Manulife Mid Cap Fund is designed for investors seeking growth through mid-cap equities. Ideal for those looking to diversify their portfolio, this fund aims to capitalize on the potential of emerging companies in India. With a strong focus on fundamental analysis, it seeks to deliver long-term capital appreciation while managing risks effectively. This fund is suitable for investors with a moderate to high risk appetite, aiming for wealth creation over the long term.
- Focuses on mid-cap companies for growth potential
- Ideal for long-term investors
- Diversifies your investment portfolio
- Managed by experienced professionals
- Aims for capital appreciation while managing risks
Investment Thesis
Mahindra Manulife Mid Cap Fund stands out due to its strong promoter backing, which enhances credibility and trust. The fund is well-positioned to capitalize on the growing digital services sector, providing a significant growth runway. Additionally, its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term gains.
- Strong backing from the Mahindra group ensures credibility and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to peers presents a compelling investment opportunity.
- Focus on mid-cap stocks offers a balanced risk-reward profile.
- Proven track record of performance enhances investor confidence.
Peer Perspective
Mahindra Manulife Mid Cap Fund trades at a slight premium compared to peers like Kotak Emerging Equity Fund and SBI Midcap Fund. A focus on margin stability could trigger a rerating in this competitive landscape.
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodDebt levels are manageable with adequate liquidity.
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7GovernanceHighPromoter holding is strong with minimal pledging.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.