• Mutual Funds
  • Mahindra Mutual Fund
  • Mahindra Manulife Flexi Cap Fund (Growth)

Formerly Mahindra Manulife FlexiCap Yj Reg Gr

Mahindra Mutual Fund

Mahindra Manulife Flexi Cap Fund (Growth)

EquityOther

14.1862

NAV (Apr 19)

14.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.1862

NAV (Apr 19)

Fund Returns

Last 1Y
36.9%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
14.1%
6 Month CAGR
14.4%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across market capitalization. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.08
Launched (3y ago)
Aug 23, 2021
AUM in Crores
1232.219
ISIN
INF174V01AP8
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Manish Lodha

Fund Manager

Fatema Pacha

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Flexi Cap Fund (Growth)70%19,73,490 12,40,87836.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-19

Top Stock Holdings

icici bank ltd

8.4%
8.4%

hdfc bank ltd

7%
7%

infosys ltd

5.7%
5.7%

reliance industries ltd

5%
5%

tata consultancy services ltd

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

28.1%
28.1%

industrials

15.8%
15.8%

technology

11.3%
11.3%

consumer cyclical

11.2%
11.2%

energy

6.9%
6.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 19,790 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 26 equity,25 debt and 9 hybrid funds.amc-img
phone-img022-66327900
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.9%

9%

5.5%

5.9%

7.8%

8.2%

7.8%

8.2%

Mahindra Manulife Flexi Cap Fund (G) Review

Mahindra Manulife Flexi Cap Fund (G) is a Other Equity fund and has delivered an annualised return of 14.1% over a period of 2 years. The fund was previously known as Mahindra Manulife FlexiCap Yj Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, Manish Lodha.

Nav of Mahindra Manulife Flexi Cap Fund (G) as of 4/19/2024 is ₹14.19 with the total AUM as of 4/20/2024 is ₹1232.219. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Flexi Cap Fund (G) was launched on Aug 23, 2021. The category risk of the fund is Very High Risk.

The minimum SIP amount for Mahindra Manulife Flexi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Mahindra Manulife Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

Mahindra Manulife Flexi Cap Fund (G) is rated as a 0 fund in Equity and delivered 36.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Flexi Cap Fund (G).

Frequently Asked Questions

What is Mahindra Manulife Flexi Cap Fund (G)?

Mahindra Manulife Flexi Cap Fund (G) is a Other Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Mahindra Manulife Flexi Cap Fund (G)?

You can invest in Mahindra Manulife Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Mahindra Manulife Flexi Cap Fund (G)?

The minimum sip amount for Mahindra Manulife Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Mahindra Manulife Flexi Cap Fund (G) good to invest in?

As per Scripbox experts, Mahindra Manulife Flexi Cap Fund (G) is a Not Reviewed Yet fund. You can investMahindra Manulife Flexi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Mahindra Manulife Flexi Cap Fund (G)?

The expense ratio of the Mahindra Manulife Flexi Cap Fund (G) is 2.08% for regular plan.