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  • Mahindra Mutual Fund
  • Mahindra Manulife Large & Mid Cap Fund (Growth)

Formerly Mahindra Manu Top 250 Nivesh Yjn Reg Gr

Mahindra Mutual Fund

Mahindra Manulife Large & Mid Cap Fund (Growth)

EquityLarge & Mid Cap

26.8557

NAV (Jul 19)

24.9%
Till Date CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?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

27.4241

NAV (Jul 18)

Fund Returns

Last 1Y
37.7%
Last 3Y
21.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
24.2%
6 Month CAGR
15.1%

Scheme Information

Investment Objective

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
1.96
Launched (4y ago)
Jan 01, 2020
AUM in Crores
2212.132
ISIN
INF174V01911
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.4
Standard Deviation (5yr)
0
Beta (3yr)
0.95
Beta (5yr)
0
Sharpe Ratio (3yr)
1.168
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Mahindra Manulife Large & Mid Cap Fund (Growth)70%13,02,983 5,70,37122.5%
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 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Equity Funds

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

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Mahindra Manulife Investment Management Pvt. Ltd.

Mahindra Manulife Investment Management Pvt. Ltd. manages assets worth 22,961 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%

10.3%

9.5%

5.8%

5.9%

7.2%

8.6%

7.2%

8.6%

Mahindra Manulife Large & Mid Cap Fund (G) Review

Mahindra Manulife Large & Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 24.9% over a period of 4 years. The fund was previously known as Mahindra Manu Top 250 Nivesh Yjn Reg Gr. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund manager’s name is null.

Nav of Mahindra Manulife Large & Mid Cap Fund (G) as of 7/19/2024 is ₹26.86 with the total AUM as of 7/20/2024 is ₹2212.132. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Large & Mid Cap Fund (G) was launched on Jan 01, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Mahindra Manulife Large & Mid 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 Large & Mid 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 LargeMidcap 250 TR INR.

Mahindra Manulife Large & Mid Cap Fund (G) is rated as a 3 fund in Equity and delivered 44.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Large & Mid Cap Fund (G).

Frequently Asked Questions

What is Mahindra Manulife Large & Mid Cap Fund (G)?

Mahindra Manulife Large & Mid Cap Fund (G) is a Large & Mid 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 Large & Mid Cap Fund (G)?

You can invest in Mahindra Manulife Large & Mid 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 Large & Mid Cap Fund (G)?

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

Is Mahindra Manulife Large & Mid Cap Fund (G) good to invest in?

As per Scripbox experts, Mahindra Manulife Large & Mid Cap Fund (G) is a Neutral fund. You can investMahindra Manulife Large & Mid 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 Large & Mid Cap Fund (G)?

The expense ratio of the Mahindra Manulife Large & Mid Cap Fund (G) is 1.96% for regular plan.