- Mutual Funds
- Mahindra Mutual Fund
- Mahindra Manulife Large & Mid Cap Fund (PIDCW-A)
Formerly Mahindra Manu Top 250 NiveshYjnRegIDCW-P
Mahindra Manulife Large & Mid Cap Fund (PIDCW-A)
₹ 20.1668
NAV (Apr 22)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.1668
NAV (Apr 22)
Fund Returns
Last 1Y | 44.9% |
Last 3Y | 22.2% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22% |
6 Month CAGR | 16.8% |
Scheme Information
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 | 2.03 |
Launched (4y ago) | Jan 01, 2020 |
AUM in Crores | 1985.120 |
ISIN | INF174V01937 |
Lock-in | No Lock-in |
Benchmark | Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.1 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.99 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.053 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) | 12,92,242 | 5,59,630 | 22.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
coal india ltd
4%canara bank
4%bharti airtel ltd
3.8%hindustan petroleum corp ltd
3.5%reliance industries ltd
3.5%Allocation by Sector
financial services
18.9%industrials
15.2%energy
12.7%consumer cyclical
10.7%healthcare
10.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Mahindra Manulife Investment Management Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.5% | ||
10.9% | 9.1% | ||
5.5% | 5.9% | ||
7.9% | 8.2% | ||
7.9% | 8.2% |
Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) Review
Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 22% over a period of 4 years. The fund was previously known as Mahindra Manu Top 250 NiveshYjnRegIDCW-P. The fund is managed by Mahindra Manulife Investment Management Pvt. Ltd.. The fund managers are Abhinav Khandelwal, Manish Lodha.
Nav of Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) as of 4/22/2024 is ₹20.17 with the total AUM as of 4/23/2024 is ₹1985.12. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) 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 (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 Large & Mid 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 LargeMidcap 250 TR INR.
Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) is rated as a 3 fund in Equity and delivered 44.9% 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 (PIDCW-A).
Frequently Asked Questions
What is Mahindra Manulife Large & Mid Cap Fund (PIDCW-A)?
How to invest in Mahindra Manulife Large & Mid Cap Fund (PIDCW-A)?
You can invest in Mahindra Manulife Large & Mid 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 Large & Mid Cap Fund (PIDCW-A)?
The minimum sip amount for Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) is a Neutral fund. You can investMahindra Manulife Large & Mid 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 Large & Mid Cap Fund (PIDCW-A)?
The expense ratio of the Mahindra Manulife Large & Mid Cap Fund (PIDCW-A) is 2.03% for regular plan.