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  • Mahindra Mutual Fund
  • Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

Formerly Mahindra Manu Lrg Cp Pragati Yjn Reg DP

Mahindra Mutual Fund

Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

EquityLarge Cap

14.9112

NAV (Nov 29)

17.3%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

137 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

14.9112

NAV (Nov 29)

Fund Returns

Last 1Y

37.6%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

17.3%

6 Month CAGR

11.6%

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Scheme Information

Investment Objective

The investment objective of the Scheme is to provide long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in large cap companies. However,there can be no assurance that the investment objective of the Scheme will be achieved

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.61

Launched (2y ago)

Mar 19, 2019

AUM in Crores

136.869

ISIN

INF174V01713

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Fatema Pacha

Fund Manager

user-avatar

V Balasubramanian

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 7,844 crores and was set up on 20 June 2013. It's current offering of mutual fund schemes includes 20 equity,20 debt and 9 hybrid funds.

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  • tel-amc-about
    022-66327900
  • mail-amc-about
    mfinvestors@mahindra.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    26.6%

    16.8%

    5.1%

    5.6%

    4.9%

    5.8%

    26.5%

    16.7%

    26.5%

    16.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

    About Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A)

    Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 17.3% over a period of 2 years. The fund was previously known as Mahindra Manu Lrg Cp Pragati Yjn Reg DP . The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, V Balasubramanian

    Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Investment Objective

    The investment objective of the Scheme is to provide long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in large cap companies. However,there can be no assurance that the investment objective of the Scheme will be achieved . However, there is no assurance that the objective of the scheme will be realized.

    Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) NAV,AUM,Risk

    The Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) fund was launched on Mar 19, 2019. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-11-29 is ₹14.91. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹136.869. The category risk of the Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) fund is Very High Risk. The fund charges 2.61 % as expense ratio.

    Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.9% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , reliance industries ltd , infosys ltd , housing development finance corp ltd , state bank of india , grasim industries ltd , bharti airtel ltd , larsen & toubro ltd , wipro ltd , kotak mahindra bank ltd , hindalco industries ltd , united spirits ltd , itc ltd , net receivables / (payables) , dr reddy's laboratories ltd , hcl technologies ltd , hindustan unilever ltd , tata consultancy services ltd , upl ltd , max financial services ltd , ambuja cements ltd , steel authority of india ltd , icici lombard general insurance co ltd , tata motors ltd , maruti suzuki india ltd , nestle india ltd , nmdc ltd , bosch ltd , sun pharmaceuticals industries ltd , ultratech cement ltd , tri party repo , honeywell automation india ltd

    Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Investment volatility and Horizon

    This fund 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 IISL Nifty 50 TR INR

    Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) Review

    Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Mahindra Manulife Large Cap Pragati Yojana of Income Dis cum Cptl Wdrl fund (PIDCW-A) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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