Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 05-05-2017 |
| Asset Class: Equity |
| Benchmark: Nifty 500 Multicap 50:25:25 TRI |
| TER: 1.88% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,165.04 Cr As on (31-03-2024) |
| Turn over: 113% | Exit Load: Exit load of 1% if redeemed within 3 months. |
31.5866
0.15 (0.4841%)
17.97%
Benchmark: 16.57%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
4 Years 4 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 to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.39 |
| Sharpe Ratio | 1.26 |
| Alpha | 5.08 |
| Beta | 0.97 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 52.98 | 24.48 | 25.54 | 23.95 | - |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 61.71 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 59.21 | 32.11 | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 54.47 | 32.1 | 32.21 | 21.53 | 17.98 |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 53.52 | 29.44 | 18.46 | - | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 52.91 | - | - | - | - |
| Quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 52.43 | 25.32 | 26.96 | 29.52 | 23.29 |
| HDFC Multi Cap Fund - Growth Option | 07-12-2021 | 50.66 | 30.95 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 49.85 | 25.36 | - | - | - |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 49.42 | 26.37 | 24.47 | 18.79 | 17.37 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.12%
Others
7.22%
Large Cap
42.06%
Mid Cap
24.6%
Scheme Documents
There are no scheme documents available
