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.

30.4399

17.45%

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 14.39
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 49.24 19.36 25.53 22.98 -
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 58.77 - - - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 58.25 29.58 - - -
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 52.11 26.32 18.37 - -
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 52.07 - - - -
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 50.97 20.42 27.1 28.25 22.95
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 50.05 27.22 31.22 20.16 17.53
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 49.64 21.95 - - -
ICICI Prudential Multicap Fund - Growth 01-10-1994 48.62 23.63 24.88 18.15 17.29
HDFC Multi Cap Fund - Growth Option 07-12-2021 47.75 26.81 - - -

Scheme Characteristics

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

Riskometer

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

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