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

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NAV
₹ 23.9231 ₹ -0.53 (-2.22 %)
as on 04-04-2025
Asset Size (AUM)
2,243.2 Cr
Launch Date
Dec 30, 2019
Investment Objective
The Scheme seeks long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Dec 30, 2019
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18.01

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.43 %
Expense Ratio
1.96%
Volatility
13.32 %
Fund House
Mahindra Manulife Mutual Fund
Fund Manager
Abhinav Khandelwal, Manish Lodha
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
Exit load of 1%, if redeemed within 3 months.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 0
FD₹ 10600
Gold₹ 10800
Nifty₹ 10226
Performance

Scheme Performance (%)

Data as on - 04-04-2025
Created with Highcharts 4.1.4ReturnsMahindra Manulife Large & Mid Cap Fund - Regular Plan - GrowthNIFTY LARGE MIDCAP 250 TRIEquity: Large and Mid CapYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-2002040

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesMahindra Manulife Large & Mid Cap Fund - Regular Plan - GrowthNIFTY LARGE MIDCAP 250 TRIEquity: Large and Mid Cap2016201720182019202020212022202320242025-40-200204060
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000109,514-10,486-18.36
Benchmark120,000112,716-7,284-12.90
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 -4.81 20.83 11.01 27.05 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 10.87 30.41 18.15 27.26 13.58
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 9.76 26.36 17.15 28.59 14.1
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 8.23 23.88 12.18 24.76 13.35
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 8.09 27.18 17.57 31.51 12.18
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings