Mahindra Manulife Multi Cap Fund

Equity · Multi Cap
500
Min SIP
1,000
Min Lumpsum
0.49 %
Expense Ratio
Rating
1,633
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
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Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 14.5% 32.8% 17.3% 15.9%
Category Average 14.1% 24.8% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
8.46%
Reliance Industr
5.45%
Infosys
4.05%
LTI Mindtree
2.95%
Bharat Forge
2.52%
Others
76.57%
Banks
15.02%
Industrial Products
14.03%
IT-Software
11%
Finance
8.44%
Petroleum Products
5.45%
Others
46.06%
Equity
97.37%
Net Curr Ass/Net Receivables
1.84%
Reverse Repos
0.8%

Advance Ratio

0.07
Alpha
4.22
SD
0.95
Beta
0.07
Sharpe

Exit Load

Exit Load 1.00% If redeemed / switched out upto 1 year from the date of allotment. Nil - If redeemed/switched out after 1 year from the date of allotment.

Fund Objective

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the scheme will be achieved.

Fund Managers

Fatema Pacha

Ms. Fatema Pacha has been an Equity Fund Manager in Mahindra Manulife Mutual Fund since September 2020. She has over 14 years of work experience in equity research and fund management. She holds a PGDBM (Finance) from SP Jain Institute of Management and Research and a B.E. (Computers) degree from Thadomal Shahani Engineering College. Ms. Fatema also worked for ICICI Prudential Life Insurance Company and UTI Mutual Fund before joining Mahindra Manulife Mutual Fund.

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 Multi Cap Fund ?

You can invest in Mahindra Manulife Multi 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 Multi 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 Multi Cap Fund ?

The NAV of Mahindra Manulife Multi Cap Fund is ₹24.4 as of 01 June 2023.

How to redeem Mahindra Manulife Multi 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 Multi Cap Fund?

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

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

The top sectors Mahindra Manulife Multi Cap Fund has invested in are
  1. HDFC Bank - 8.46%
  2. Reliance Industr - 5.45%
  3. Infosys - 4.05%
  4. LTI Mindtree - 2.95%
  5. Bharat Forge - 2.52%

How much returns have Mahindra Manulife Multi Cap Fund generated ?

The Mahindra Manulife Multi Cap Fund has delivered 15.9% since inception

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

The expense ratio of Mahindra Manulife Multi Cap Fund is 0.49 % as of 01 June 2023.

What is the AUM of Mahindra Manulife Multi Cap Fund?

The AUM of Mahindra Manulife Multi Cap Fund is ₹9,820 Cr as of 01 June 2023

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

The top stock holdings of Mahindra Manulife Multi Cap Fund are
  1. HDFC Bank - 8.46%
  2. Reliance Industr - 5.45%
  3. Infosys - 4.05%
  4. LTI Mindtree - 2.95%
  5. Bharat Forge - 2.52%
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