Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Fund House: Mahindra Manulife Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 30-12-2019
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.93% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 2,687.96 Cr As on 31-07-2025(Source:AMFI)
Turn over: 120% | Exit Load: An Exit Load of 1% is payable 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.

26.7604

19.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.79
Sharpe Ratio 0.85
Alpha -1.35
Beta 0.96
Yield to Maturity 6.56
Average Maturity 2.0

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 -3.34 17.08 16.12 22.23 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 13.51 32.47 25.97 24.66 15.78
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 6.1 - - - -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 5.64 29.08 26.84 28.33 -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 5.06 19.11 18.09 23.58 14.28
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 4.93 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 4.64 23.33 21.28 26.03 15.74
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 4.62 20.41 16.37 21.93 11.77
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 3.63 22.8 19.76 23.3 15.22
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 3.47 24.06 20.86 23.75 12.51

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

14.76%

Others

3.48%

Large Cap

38.98%

Mid Cap

42.78%

Scheme Documents

There are no scheme documents available

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