Mahindra Mutual Fund

Mahindra Manulife Large & Mid Cap Fund Direct Plan Growth

₹ 25.66

NAV (Apr 09)

26.302%
5 Year CAGR
Scripbox Opinion
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Neutral
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Large & Mid 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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

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Scheme Information

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.

Expense Ratio
0.51 %
Launched 5Y ago
2019-12-30
AUM in Crores
2415.4
ISIN
INF174V01945
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.8
Beta
1
Sharpe Ratio
0.6
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-20

Top Stock Holdings

HDFC Bank Ltd.

4.96%
4.96%

Reliance Industries Ltd.

4.79%
4.79%

Indus Towers Ltd.

3.57%
3.57%

Hindustan Unilever Ltd.

2.93%
2.93%

Tata Consultancy Services Ltd.

2.87%
2.87%
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Allocation by Sector

Financial

24.13%
24.13%

Services

16.64%
16.64%

Healthcare

9.67%
9.67%

Energy

8.07%
8.07%

Technology

6.67%
6.67%
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Frequently Asked Questions

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