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: 1.84% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 3,670.19 Cr As on (31-05-2024)
Turn over: 102% | Exit Load: Exit load of 1% if redeemed within 3 months.

35.0624

19.16%

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
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 14.3
Sharpe Ratio 1.13
Alpha 1.34
Beta 0.98
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 50.41 36.38 24.58 26.44 -
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 62.15 - - - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 56.5 42.64 - - -
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 53.88 39.83 19.57 18.97 -
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 53.13 - - - -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 52.88 37.32 - - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 52.7 42.16 32.23 24.52 17.36
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 52.62 36.41 25.42 31.56 22.04
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 51.61 - - - -
HDFC Multi Cap Fund - Growth Option 07-12-2021 50.12 40.68 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

26.15%

Others

5.14%

Large Cap

44.03%

Mid Cap

24.68%

Scheme Documents

There are no scheme documents available

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