Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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Large and Mid Cap NAV 22.0765 0 08 December, 2023

Fund Details

Category Large and Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 30 December, 2019
Benchmark NIFTY Large Midcap 250 TRI
Asset Size(Cr) 1435.6014
ISIN No. INF174V01911
Turn over 119%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Exit load of 1%, if redeemed within 3 months.
Expense Ratio 2.08
Fund Manager Abhinav Khandelwal, Manish Lodha
Fund House Mahindra Manulife Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.24% 1.58% 2.01%
1 M -0.66% 4.02% 4.3%
3 M 4.32% 1.44% 2.46%
6 M 23.66% 0.35% -0.5%
1 Y 19.07% 7.25% 6.48%
2 Y 13.6% 12.49% 12.7%
3 Y 26.47% 23.79% 25.31%
5 Y - 12.46% 10.92%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.55 1.4 2.94 0.9
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 2.13%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 19.07% 26.47% 0%
DSP Equity Opportunities Fund-Regular Plan - Growth 18.7% 23.16% 16.67%
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 17.98% 22.93% 19%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 13.48% 17.86% 13.51%

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