Mahindra Manulife Large & Mid Cap Fund-Dir Growth

Equity · Large & Mid Cap
 · ★★★★
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.42 %
Expense Ratio
★★★★
Rating
1,927
Fund Size (in Cr)
4 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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 50.4% 23.8% - 25.2%
Category Average 44.6% 21.5% 19.4% -

Scheme Allocation

By Holding
By Sector
By Asset
4.17%
4.01%
3.9%
2.52%
Others
82.3%
View all Holdings
Holdings Sector Instrument Asset
Coal India Mining & Mineral products Equity 4.17%
Canara Bank Banks Equity 4.01%
H P C L Refineries Equity 3.9%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.1%
J & K Bank Banks Equity 2.52%
NTPC Power Generation & Distribution Equity 2.49%
Tata Power Co. Power Generation & Distribution Equity 2.41%
NMDC Mining & Mineral products Equity 2.29%
ACC Cement Equity 2.22%
NBCC Miscellaneous Equity 2.1%
Biocon Pharmaceuticals Equity 2.08%
Wipro IT - Software Equity 2.07%
LIC Housing Fin. Finance Equity 2.02%
Cipla Pharmaceuticals Equity 2%
Reliance Industr Refineries Equity 1.98%
Dr Reddy's Labs Pharmaceuticals Equity 1.97%
Tata Motors-DVR Automobile Equity 1.97%
United Spirits Alcoholic Beverages Equity 1.91%
S A I L Steel Equity 1.89%
Coforge IT - Software Equity 1.87%
KEI Industries Cables Equity 1.84%
Tech Mahindra IT - Software Equity 1.78%
Escorts Kubota Automobile Equity 1.77%
Bharti Airtel Telecomm-Service Equity 1.75%
Divi's Lab. Pharmaceuticals Equity 1.68%
EIH Hotels & Restaurants Equity 1.64%
Inox India Packaging Equity 1.62%
TCS IT - Software Equity 1.59%
Oil India Crude Oil & Natural Gas Equity 1.56%
Power Grid Corpn Power Generation & Distribution Equity 1.54%
B H E L Capital Goods - Electrical Equipment Equity 1.53%
Kaynes Tech Consumer Durables Equity 1.53%
Titan Company Diamond, Gems and Jewellery Equity 1.5%
CRISIL Credit Rating Agencies Equity 1.5%
St Bk of India Banks Equity 1.47%
LTIMindtree IT - Software Equity 1.47%
HDFC AMC Finance Equity 1.46%
L&T Technology IT - Software Equity 1.31%
Union Bank (I) Banks Equity 1.25%
Vedant Fashions Retail Equity 1.24%
Ipca Labs. Pharmaceuticals Equity 1.24%
Dalmia BharatLtd Cement Equity 1.23%
AIA Engineering Castings, Forgings & Fastners Equity 1.04%
Max Healthcare Healthcare Equity 1.03%
Kajaria Ceramics Ceramic Products Equity 0.93%
Shriram Finance Finance Equity 0.92%
Titagarh Rail Capital Goods-Non Electrical Equipment Equity 0.91%
Metro Brands Leather Equity 0.87%
Shree Cement Cement Equity 0.86%
GAIL (India) Gas Distribution Equity 0.85%
Punjab Natl.Bank Banks Equity 0.82%
Jio Financial Finance Equity 0.82%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.8%
ICICI Bank Banks Equity 0.76%
Max Financial Finance Equity 0.74%
TVS Motor Co. Automobile Equity 0.74%
Piramal Pharma Pharmaceuticals Equity 0.73%
G S F C Fertilizers Equity 0.68%
L G Balakrishnan Auto Ancillaries Equity 0.49%
Apar Inds. Capital Goods - Electrical Equipment Equity 0.4%
Emami FMCG Equity 0.3%
Power Mech Proj. Infrastructure Developers & Operators Equity 0.27%
Jyoti CNC Auto. Capital Goods-Non Electrical Equipment Equity 0.05%
Bharti Airtel PP Telecomm-Service Equity 0.02%
Banks
10.83%
Pharmaceuticals & Biotech
9.7%
IT-Software
8.78%
Power
6.44%
Petroleum Products
5.88%
Others
58.37%
View all Sectors
Sectors Asset
Banks 10.83%
Pharmaceuticals & Biotech 9.7%
IT-Software 8.78%
Power 6.44%
Petroleum Products 5.88%
Construction 5.47%
Finance 5.26%
Industrial Products 4.5%
Cement & Cement Products 4.31%
Consumable Fuels 4.17%
Consumer Durables 3.3%
Automobiles 2.71%
Industrial Manufacturing 2.49%
Minerals & Mining 2.29%
Debt 2.05%
Electrical Equipments 1.93%
Beverages 1.91%
Ferrous Metals 1.89%
Agricultural, Commercial 1.77%
Telecom-Services 1.77%
Leisure Services 1.64%
Oil 1.56%
Capital Markets 1.46%
IT-Services 1.31%
Retailing 1.24%
Healthcare Services 1.03%
Gas 0.85%
Textiles & Apparels 0.8%
Insurance 0.74%
Fertilisers & Agrochemica 0.68%
Auto Components 0.49%
Cash & Others 0.45%
Personal Products 0.3%
Equity
97.5%
Reverse Repos
2.05%
Net Curr Ass/Net Receivables
0.45%
Others
0%

Advance Ratio

3.82
Alpha
3.9
SD
0.98
Beta
1.31
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 ₹25.8 as of 18 March 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 - 10.83%
  2. Pharmaceuticals & Biotech - 9.7%
  3. IT-Software - 8.78%
  4. Power - 6.44%
  5. Petroleum Products - 5.88%

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 25.2% 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 0.42 % as of 18 March 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 ₹15,320 Cr as of 18 March 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. Coal India - 4.17%
  2. Canara Bank - 4.01%
  3. H P C L - 3.9%
  4. Larsen & Toubro - 3.1%
  5. J & K Bank - 2.52%

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.
Invest Now