Mahindra Manulife Flexi Cap Fund

Equity · Flexi Cap
500
Min SIP
1,000
Min Lumpsum
0.43 %
Expense Ratio
Rating
938
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 20.2% - - 7.5%
Category Average 15.6% 29.7% 12.3% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
9.45%
HDFC Bank
9.1%
Infosys
7.63%
Reliance Industr
5.33%
Hind. Unilever
3.94%
Others
64.55%
Banks
27.46%
IT-Software
12.67%
Petroleum Products
5.33%
Industrial Products
5.3%
Construction
4.55%
Others
44.69%
Equity
97.68%
Net Curr Ass/Net Receivables
1.46%
Reverse Repos
0.86%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 0.5% - If Units are redeemed/switched-out upto 3 moths from the date of allotment. Nil - If Units are redeemed/switched-out after 3 moths from the date of allotment.

Fund Objective

The investment objective of the Scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across market capitalization. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Managers

Manish Lodha

Mr. Manish Lodha (both a Chartered Accountant and a Company Secretary) has around 20 years of work experience. He has worked in the mutual fund industry for 11 years and the insurance industry (in equity research and fund management) for four years. Before associating with MMIMPL as an Equity Fund Manager, Mr. Lodha worked in Canara HSBC OBC Life Insurance Co. Ltd. and Kotak Mahindra Mutual Fund as a Portfolio Manager, Equity Research. Before this, he had also taken several finance roles in BOC India Ltd. (Now Linde India Ltd.).

 

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P.B.Marg, Worli, Mumbai 400018
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com

Frequently Asked Questions

How to invest in Mahindra Manulife Flexi Cap Fund ?

You can invest in Mahindra Manulife Flexi Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Mahindra Manulife Flexi Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Mahindra Manulife Flexi Cap Fund ?

The NAV of Mahindra Manulife Flexi Cap Fund is ₹11.3 as of 26 May 2023.

How to redeem Mahindra Manulife Flexi Cap Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Mahindra Manulife Flexi Cap Fund?

The minimum SIP amount of Mahindra Manulife Flexi Cap Fund is ₹500

What are the top sectors Mahindra Manulife Flexi Cap Fund has invested in??

The top sectors Mahindra Manulife Flexi Cap Fund has invested in are
  1. ICICI Bank - 9.45%
  2. HDFC Bank - 9.1%
  3. Infosys - 7.63%
  4. Reliance Industr - 5.33%
  5. Hind. Unilever - 3.94%

How much returns have Mahindra Manulife Flexi Cap Fund generated ?

The Mahindra Manulife Flexi Cap Fund has delivered 7.5% since inception

What is the expense ratio of Mahindra Manulife Flexi Cap Fund ?

The expense ratio of Mahindra Manulife Flexi Cap Fund is 0.43 % as of 26 May 2023.

What is the AUM of Mahindra Manulife Flexi Cap Fund?

The AUM of Mahindra Manulife Flexi Cap Fund is ₹9,820 Cr as of 26 May 2023

What are the top stock holdings of Mahindra Manulife Flexi Cap Fund?

The top stock holdings of Mahindra Manulife Flexi Cap Fund are
  1. ICICI Bank - 9.45%
  2. HDFC Bank - 9.1%
  3. Infosys - 7.63%
  4. Reliance Industr - 5.33%
  5. Hind. Unilever - 3.94%
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