Widely used:Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹26.8461 -0.95%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Mahindra Manulife Large & Mid Cap Fund - Regular Plan
|
|
|
Very High
|
Please wait... |
1.95 |
|
 |
|
Very High
|
Please wait... |
1.62 |
||
|
|
Very High
|
Please wait... |
1.60 |
||
|
|
Very High
|
Please wait... |
1.68 |
||
 |
|
Very High
|
Please wait... |
1.72 |
₹2,491 Cr
1.00 (90)
1,000
1,000
500
6
Investment Strategy
The Scheme seeks long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Mahindra Manulife Large & Mid Cap Fund - Regular Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, Mahindra Manulife Large & Mid Cap Fund - Regular Plan fund can be purchased from the website of Mahindra Manulife Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Mahindra Manulife Large & Mid Cap Fund - Regular Plan is ₹26.8461 as of 14-Aug-2024.
The AUM of Mahindra Manulife Large & Mid Cap Fund - Regular Plan Fund is ₹2,491 Cr as of 31-Jul-2024
The riskometer level of Mahindra Manulife Large & Mid Cap Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
4.96
|
|
|
4.79
|
|
|
3.57
|
|
|
2.93
|
|
|
2.87
|
As of 31-Jul-2024, Mahindra Manulife Large & Mid Cap Fund - Regular Plan had invested 97.08% in Equity and 2.92% in Cash & Cash Eq. See More
Mahindra Manulife Large & Mid Cap Fund - Regular Plan is 4 years 7 months old. It has delivered 23.80% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
37.32%
|
20.14%
|
--
|
--
|
--
|
23.80%
|
No, There is no lock in period in Mahindra Manulife Large & Mid Cap Fund - Regular Plan.
The expense ratio of Mahindra Manulife Large & Mid Cap Fund - Regular Plan is 1.95.
Mutual Funds 
Mahindra Manulife Mahindra Manulife Large & Mid Cap Fund - Regular Plan
