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: 1.96% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 2,212.13 Cr As on (31-05-2024)
Turn over: 120% | Exit Load: Exit load of 1%, if redeemed within 3 months.

27.2491

24.74%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 13.38
Sharpe Ratio 1.09
Alpha 0.28
Beta 0.95
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 Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 42.92 31.52 22.45 - -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 65.3 41.42 30.03 28.98 22.0
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 57.34 40.92 26.54 23.8 17.19
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 54.59 36.75 22.7 21.66 17.15
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 53.97 42.32 26.08 - -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 53.07 36.64 23.09 22.6 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 52.1 36.24 24.24 21.92 14.74
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 52.0 35.59 21.55 22.88 17.87
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 51.99 31.02 21.88 21.69 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 50.07 36.14 23.89 23.15 15.85

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

10.52%

Others

4.42%

Large Cap

51.47%

Mid Cap

33.59%

Scheme Documents

There are no scheme documents available

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