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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 4,883.18 Cr As on 31-03-2025(Source:AMFI)
Turn over: 102% | Exit Load: Exit load of 1% if redeemed within 3 months.

32.5662

16.06%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY500 MULTICAP 50:25:25 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 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 16.09
Sharpe Ratio 0.54
Alpha 0.18
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 7.07 26.86 15.01 27.76 -
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 17.17 25.26 16.34 - -
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 14.06 25.62 - - -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 13.0 30.28 18.79 - -
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 12.65 - - - -
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 10.46 - - - -
Invesco India Multicap Fund - Growth Option 17-03-2008 10.22 25.41 16.35 24.87 12.98
ICICI Prudential Multicap Fund - Growth 01-10-1994 9.4 27.57 18.53 26.49 14.01
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 9.37 - - - -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 8.96 22.78 13.56 24.26 13.22

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

26.06%

Others

1.75%

Large Cap

46.96%

Mid Cap

25.23%

Scheme Documents

There are no scheme documents available

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