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  • Mahindra Mutual Fund
  • Mahindra Manulife Multi Cap Fund (PIDCW-A)

Formerly Mahindra Manu MultiCapBadhatYjnRegIDCW-P

Mahindra Mutual Fund

Mahindra Manulife Multi Cap Fund (PIDCW-A)

EquityMulti Cap

24.1784

NAV (Mar 01)

24.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in multi cap mutual funds.

Multi 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 ->

Fund Size

Poor

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Invest in this fund
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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

24.1784

NAV (Mar 1)

Fund Returns

Last 1Y
51.3%
Last 3Y
25.1%
Last 5Y
24.1%
Last 10Y
NA
Since Inception
17.3%
6 Month CAGR
19.9%

Scheme Information

Investment Objective

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
1.92
Launched (7y ago)
May 11, 2017
AUM in Crores
2936.099
ISIN
INF174V01333
Lock-in
No Lock-in
Benchmark
Nifty 500 Multicap 50:25:25 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.3
Standard Deviation (5yr)
19.3
Beta (3yr)
1
Beta (5yr)
0.9
Sharpe Ratio (3yr)
1.472
Sharpe Ratio (5yr)
0.954
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 Multi Cap Fund (PIDCW-A)70%13,62,153 6,29,54124.1%
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 2024-03-01

Top Stock Holdings

coal india ltd

4.3%
4.3%

canara bank

3.5%
3.5%

hindustan petroleum corp ltd

3%
3%

ntpc ltd

2.8%
2.8%

larsen & toubro ltd

2.7%
2.7%
See all holdings

Allocation by Sector

industrials

19.6%
19.6%

financial services

17.6%
17.6%

technology

14%
14%

basic materials

12.8%
12.8%

consumer cyclical

11.1%
11.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 18,926 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
022-66327900
mfinvestors@mahindra.com
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.5%

10.6%

9.1%

5.3%

5.9%

10.2%

9.3%

10.2%

9.3%

Mahindra Manulife Multi Cap Fund (PIDCW-A) Review

Mahindra Manulife Multi Cap Fund (PIDCW-A) is a Multi Cap Equity fund and has delivered an annualised return of 17.3% over a period of 6 years. The fund was previously known as Mahindra Manu MultiCapBadhatYjnRegIDCW-P. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Fatema Pacha, Manish Lodha.

Nav of Mahindra Manulife Multi Cap Fund (PIDCW-A) as of 3/1/2024 is ₹24.18 with the total AUM as of 3/2/2024 is ₹2936.099. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Multi Cap Fund (PIDCW-A) was launched on May 11, 2017. The category risk of the fund is Very High Risk.

The minimum SIP amount for Mahindra Manulife Multi Cap Fund (PIDCW-A) 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 Multi Cap Fund (PIDCW-A) 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 Multicap 50:25:25 TR INR.

Mahindra Manulife Multi Cap Fund (PIDCW-A) is rated as a 3 fund in Equity and delivered 51.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Multi Cap Fund (PIDCW-A).

Frequently Asked Questions

What is Mahindra Manulife Multi Cap Fund (PIDCW-A)?

Mahindra Manulife Multi Cap Fund (PIDCW-A) is a Multi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Mahindra Manulife Multi Cap Fund (PIDCW-A)?

You can invest in Mahindra Manulife Multi Cap Fund (PIDCW-A) 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 Multi Cap Fund (PIDCW-A)?

The minimum sip amount for Mahindra Manulife Multi Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Mahindra Manulife Multi Cap Fund (PIDCW-A) good to invest in?

As per Scripbox experts, Mahindra Manulife Multi Cap Fund (PIDCW-A) is a Neutral fund. You can investMahindra Manulife Multi Cap Fund (PIDCW-A) 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 Multi Cap Fund (PIDCW-A)?

The expense ratio of the Mahindra Manulife Multi Cap Fund (PIDCW-A) is 1.92% for regular plan.