Mahindra Manulife Large & Mid Cap Fund-Dir Growth

Equity · Large & Mid Cap
 · ★★★
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.4 %
Expense Ratio
★★★
Rating
2,380
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 12 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 45.6% 24.9% - 27.1%
Category Average 45.6% 23.3% 23.8% -

Scheme Allocation

By Holding
By Sector
By Asset
5.41%
3.33%
3.03%
2.81%
Others
80.69%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 5.41%
Reliance Industr Refineries Equity 4.73%
Indus Towers Telecomm Equipment & Infra Services Equity 3.33%
Grasim Inds Textiles Equity 3.03%
Bharat Forge Castings, Forgings & Fastners Equity 2.81%
Wipro IT - Software Equity 2.76%
ICICI Bank Banks Equity 2.72%
NTPC Power Generation & Distribution Equity 2.72%
Tata Power Co. Power Generation & Distribution Equity 2.68%
United Spirits Alcoholic Beverages Equity 2.55%
H P C L Refineries Equity 2.45%
Samvardh. Mothe. Auto Ancillaries Equity 2.45%
TCS IT - Software Equity 2.38%
Biocon Pharmaceuticals Equity 2.14%
Escorts Kubota Automobile Equity 2.08%
Kotak Mah. Bank Banks Equity 2.08%
St Bk of India Banks Equity 2.05%
KEI Industries Cables Equity 2.05%
LIC Housing Fin. Finance Equity 2.01%
Eicher Motors Automobile Equity 1.96%
NMDC Mining & Mineral products Equity 1.91%
ACC Cement Equity 1.79%
B H E L Capital Goods - Electrical Equipment Equity 1.64%
Bharti Airtel Telecomm-Service Equity 1.64%
J & K Bank Banks Equity 1.63%
Cipla Pharmaceuticals Equity 1.62%
CG Power & Ind Capital Goods - Electrical Equipment Equity 1.55%
Titagarh Rail Capital Goods-Non Electrical Equipment Equity 1.46%
Inox India Packaging Equity 1.45%
Indian Hotels Co Hotels & Restaurants Equity 1.42%
Max Healthcare Healthcare Equity 1.3%
GAIL (India) Gas Distribution Equity 1.29%
HDFC AMC Finance Equity 1.26%
Bata India Leather Equity 1.16%
Aurobindo Pharma Pharmaceuticals Equity 1.14%
Divi's Lab. Pharmaceuticals Equity 1.14%
Exide Inds. Auto Ancillaries Equity 1.09%
Honeywell Auto Electronics Equity 1.07%
Hind. Unilever FMCG Equity 1.07%
Canara Bank Banks Equity 1.04%
CRISIL Credit Rating Agencies Equity 1.03%
JK Paper Paper Equity 1.02%
C D S L Miscellaneous Equity 1%
Coal India Mining & Mineral products Equity 0.99%
HCL Technologies IT - Software Equity 0.98%
L&T Technology IT - Software Equity 0.98%
Oil India Crude Oil & Natural Gas Equity 0.93%
Max Financial Finance Equity 0.81%
Jio Financial Finance Equity 0.77%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.74%
Godrej Consumer FMCG Equity 0.62%
Tech Mahindra IT - Software Equity 0.6%
Shriram Finance Finance Equity 0.55%
Jyoti CNC Auto. Capital Goods-Non Electrical Equipment Equity 0.55%
L G Balakrishnan Auto Ancillaries Equity 0.5%
Balrampur Chini Sugar Equity 0.49%
Apar Inds. Capital Goods - Electrical Equipment Equity 0.44%
Amara Raja Ener. Auto Ancillaries Equity 0.31%
Power Mech Proj. Infrastructure Developers & Operators Equity 0.21%
Bharti Airtel PP Telecomm-Service Equity 0.02%
Banks
11%
Pharmaceuticals & Biotech
8.67%
Telecom-Services
7.19%
Petroleum Products
6.82%
Power
5.18%
Others
61.14%
View all Sectors
Sectors Asset
Banks 11%
Pharmaceuticals & Biotech 8.67%
Telecom-Services 7.19%
Petroleum Products 6.82%
Power 5.18%
IT-Software 4.49%
Automobiles 4.43%
Finance 4.36%
Cement & Cement Products 4.14%
Electrical Equipments 3.73%
Industrial Products 3.55%
Construction 3.5%
Debt 3.15%
Consumable Fuels 3.15%
Industrial Manufacturing 2.99%
Auto Components 2.86%
Minerals & Mining 2.76%
Beverages 2.49%
Capital Markets 2.26%
Agricultural, Commercial 2.06%
Ferrous Metals 1.93%
Oil 1.41%
Aerospace & Defense 1.34%
Healthcare Services 1.12%
IT-Services 0.97%
Leisure Services 0.88%
Gas 0.83%
Insurance 0.82%
Textiles & Apparels 0.7%
Fertilisers & Agrochemica 0.57%
Agricultural Food & other 0.46%
Cash & Others 0.19%
Equity
95.6%
Reverse Repos
3.02%
Net Curr Ass/Net Receivables
1.38%
Others
0%

Advance Ratio

2.94
Alpha
3.85
SD
0.98
Beta
1.2
Sharpe

Exit Load

Exit Load 1% - If Units are redeemed/switched-out upto 3 months from the date of allotment. Nil - If Units are redeemed/switched-out after 3 months from the date of allotment.

Fund Objective

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. 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:
No. 204, 2nd Floor, Amiti Building, Piramal Agastya Corporate Park LBS Road, Kurla(w), Mumbai 400070
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com

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Frequently Asked Questions

How to invest in Mahindra Manulife Large & Mid Cap Fund-Dir Growth ?

You can invest in Mahindra Manulife Large & Mid Cap Fund-Dir Growth 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 Large & Mid Cap Fund-Dir Growth 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 Large & Mid Cap Fund-Dir Growth ?

The NAV of Mahindra Manulife Large & Mid Cap Fund-Dir Growth is ₹29.7 as of 12 July 2024.

How to redeem Mahindra Manulife Large & Mid Cap Fund-Dir Growth 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 Large & Mid Cap Fund-Dir Growth?

The minimum SIP amount of Mahindra Manulife Large & Mid Cap Fund-Dir Growth is ₹500

What are the top sectors Mahindra Manulife Large & Mid Cap Fund-Dir Growth has invested in?

The top sectors Mahindra Manulife Large & Mid Cap Fund-Dir Growth has invested in are
  1. Banks - 11%
  2. Pharmaceuticals & Biotech - 8.67%
  3. Telecom-Services - 7.19%
  4. Petroleum Products - 6.82%
  5. Power - 5.18%

Can I make investments in both the SIP and Lump Sum schemes of Mahindra Manulife Large & Mid Cap Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Mahindra Manulife Large & Mid Cap Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Mahindra Manulife Large & Mid Cap Fund-Dir Growth generated ?

The Mahindra Manulife Large & Mid Cap Fund-Dir Growth has delivered 27.1% since inception

What is the expense ratio of Mahindra Manulife Large & Mid Cap Fund-Dir Growth ?

The expense ratio of Mahindra Manulife Large & Mid Cap Fund-Dir Growth is 0.4 % as of 12 July 2024.

What is the AUM of Mahindra Manulife Large & Mid Cap Fund-Dir Growth?

The AUM of Mahindra Manulife Large & Mid Cap Fund-Dir Growth is ₹22,564 Cr as of 12 July 2024

What are the top stock holdings of Mahindra Manulife Large & Mid Cap Fund-Dir Growth?

The top stock holdings of Mahindra Manulife Large & Mid Cap Fund-Dir Growth are
  1. HDFC Bank - 5.41%
  2. Reliance Industr - 4.73%
  3. Indus Towers - 3.33%
  4. Grasim Inds - 3.03%
  5. Bharat Forge - 2.81%

How can I redeem my investments in Mahindra Manulife Large & Mid Cap Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Mahindra Manulife Large & Mid Cap Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
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