• Home
  • MF Research
  • Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

arrow-down
NAV
₹ 33.3588 ₹ -0.13 (-0.39 %)
as on 21-11-2024
Asset Size (AUM)
4,734.88 Cr
Launch Date
May 05, 2017
Investment Objective
The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in May 05, 2017
arrow-up

17.37

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.78 %
Expense Ratio
1.84%
Volatility
13.97 %
Fund House
Mahindra Manulife Mutual Fund
Fund Manager
Fatema Pacha, Manish Lodha
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds as it invests in large, mid and small cap stocks but can give higher returns compared to large cap or mid cap funds. Investment in this fund can be made for a horizon of at least 5 years or more
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
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 21-11-2024

Yearly Performance (%)

Investment Returns Calculator
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 Multi Cap Fund - Regular Plan - Growth 05-05-2017 26.46 25.76 16.29 23.81 0.0
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 36.95 31.3 0.0 0.0 0.0
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 35.64 31.23 22.1 0.0 0.0
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 35.43 28.19 0.0 0.0 0.0
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 35.38 0.0 0.0 0.0 0.0
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 34.11 27.47 16.54 23.08 13.97
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 32.85 0.0 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 32.54 0.0 0.0 0.0 0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 31.96 30.52 23.32 24.02 14.41
Invesco India Multicap Fund - Growth Option 17-03-2008 31.88 27.16 16.17 21.9 14.62
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings