Mahindra Manulife Large & Mid Cap Fund
500
Min SIP
1,000
Min Lumpsum
0.52 %
Expense Ratio
Rating
1,129
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.7% | 32% | - | 20.2% | ||||
| Category Average | 18.3% | 32.5% | 13.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
Reliance Industr
Infosys
Larsen & Toubro
LTI Mindtree
Others
Advance Ratio
0.19
Alpha
4.24
SD
0.9
Beta
0.53
Sharpe
Exit Load
| Exit Load | 1% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment; Nil if Units are redeemed / switched-out after 1 year 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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Large & Mid Cap .
-
- 8,589
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21.1%Fund Size - 8,589
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35.8%Fund Size - 8,589
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14.4%Fund Size - 8,589
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- Equity .
- Large & Mid Cap .
-
- 7,364
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20.1%Fund Size - 7,364
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35.1%Fund Size - 7,364
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14.8%Fund Size - 7,364
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- Equity .
- Large & Mid Cap .
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- 10,512
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21.3%Fund Size - 10,512
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33.9%Fund Size - 10,512
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14.9%Fund Size - 10,512
-
- Equity .
- Large & Mid Cap .
-
- 1,619
-
18.7%Fund Size - 1,619
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32.6%Fund Size - 1,619
-
11.8%Fund Size - 1,619
-
- Equity .
- Large & Mid Cap .
-
- 2,446
-
22.1%Fund Size - 2,446
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32.1%Fund Size - 2,446
-
12.4%Fund Size - 2,446
AMC Contact Details
Mahindra Manulife Mutual Fund
AUM:
9,820 Cr
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 Large & Mid Cap Fund ?
You can invest in Mahindra Manulife Large & Mid 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 Large & Mid 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 Large & Mid Cap Fund ?
The NAV of Mahindra Manulife Large & Mid Cap Fund is ₹18.7 as of 26 May 2023.
How to redeem Mahindra Manulife Large & Mid 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 Large & Mid Cap Fund?
The minimum SIP amount of Mahindra Manulife Large & Mid Cap Fund is ₹500
What are the top sectors Mahindra Manulife Large & Mid Cap Fund has invested in??
The top sectors Mahindra Manulife Large & Mid Cap Fund has invested in are
- HDFC Bank - 8.11%
- Reliance Industr - 5.41%
- Infosys - 4.09%
- Larsen & Toubro - 3.01%
- LTI Mindtree - 2.99%
How much returns have Mahindra Manulife Large & Mid Cap Fund generated ?
The Mahindra Manulife Large & Mid Cap Fund has delivered 20.2% since inception
What is the expense ratio of Mahindra Manulife Large & Mid Cap Fund ?
The expense ratio of Mahindra Manulife Large & Mid Cap Fund is 0.52 % as of 26 May 2023.
What is the AUM of Mahindra Manulife Large & Mid Cap Fund?
The AUM of Mahindra Manulife Large & Mid Cap Fund is ₹9,820 Cr as of 26 May 2023
What are the top stock holdings of Mahindra Manulife Large & Mid Cap Fund?
The top stock holdings of Mahindra Manulife Large & Mid Cap Fund are
- HDFC Bank - 8.11%
- Reliance Industr - 5.41%
- Infosys - 4.09%
- Larsen & Toubro - 3.01%
- LTI Mindtree - 2.99%