Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Fund House: Mahindra Manulife Mutual Fund
Category: Equity: Large Cap
Launch Date: 08-03-2019
Asset Class: Equity
Benchmark: NIFTY 100 TRI
TER: 2.35% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 610.68 Cr As on 31-03-2025(Source:AMFI)
Turn over: 84% | Exit Load: Exit load of 1% if redeemed within 3 months.

22.59

14.26%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 11 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 long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in large cap companies.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.31
Sharpe Ratio 0.37
Alpha -0.06
Beta 0.92
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 Large Cap Fund - Regular Plan - Growth 08-03-2019 10.04 21.52 13.54 21.53 -
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 25.29 - - - -
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 17.9 26.54 19.42 22.61 11.48
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 13.26 24.48 - - -
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 12.76 22.04 15.22 21.38 13.37
Franklin India Bluechip Fund-Growth 01-12-1993 11.69 20.19 13.52 21.72 10.84
Kotak Bluechip Fund - Growth 29-12-1998 11.62 21.03 14.8 22.75 12.45
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 11.53 21.94 15.14 23.07 12.16
Invesco India Largecap Fund - Growth 21-08-2009 11.08 24.84 15.65 22.29 12.34
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 10.91 18.2 12.13 20.67 12.98

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.08%

Others

2.67%

Large Cap

87.46%

Mid Cap

6.79%

Scheme Documents

There are no scheme documents available

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