Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Fund House: Mahindra Manulife Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 05-05-2017 |
| Asset Class: Equity |
| Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
| TER: 1.83% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,448.49 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 102% | Exit Load: Exit load of 1% if redeemed within 3 months. |
31.9231
-0 (-0.0147%)
15.87%
Benchmark: 15.87%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY500 MULTICAP 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 4 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.84 |
| Sharpe Ratio | 0.56 |
| Alpha | 0.46 |
| Beta | 0.98 |
| Yield to Maturity | 6.56 |
| Average Maturity | 2.0 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 6.69 | 26.01 | 15.7 | 29.5 | - |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 15.48 | 25.14 | 15.23 | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 14.91 | 26.42 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 13.55 | 31.1 | 18.3 | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 12.58 | - | - | - | - |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 10.38 | 25.46 | 16.2 | 27.05 | 12.8 |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 10.32 | - | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 10.07 | 28.56 | 21.17 | 32.99 | 13.56 |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 01-01-2013 | 9.64 | 23.73 | 13.79 | 26.11 | 13.29 |
| Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 9.51 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
24.92%
Others
2.79%
Large Cap
46.89%
Mid Cap
25.4%
Scheme Documents
There are no scheme documents available
