Mahindra Manulife Mid Cap Fund Delivers Over 22% Annualized SIP Return in 8 Years

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CNBC TV18•19-02-2026, 12:55
Mahindra Manulife Mid Cap Fund Delivers Over 22% Annualized SIP Return in 8 Years
- •Mahindra Manulife Mid Cap Fund generated an XIRR of 22.3% on monthly SIPs over 8 years, surpassing Nifty Midcap 150 TRI's 21.1%.
- •The fund consistently outperformed its benchmark and category average across 1, 3, 5, and 7-year point-to-point return periods.
- •Three-year rolling returns from Jan 2018 to Feb 2026 show the fund beat the benchmark over 81% of observations with lower volatility.
- •As of Jan 2026, the fund held 61 stocks, with top 10 holdings making up 26% of assets, and financial services as the largest allocation.
- •Midcap funds are volatile; past performance doesn't guarantee future returns, requiring investors to assess risk appetite.
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