ML
Manish LodhaFund Manager Since 21 Dec 2020
EquityLarge & Mid-Cap
Mahindra Manulife Large & Mid Cap Fund Regular Growth
3Y Annualised
14.48%
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.34%
-0.01% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 2 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹2415.40 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.01%
An Exit Load of 1% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment; - Nil if Units are redeemed / switched-out after 3 months from the date of allotment.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
46th
Mahindra Manulife Large & Mid Cap Fund Regular Growth
3.34%
Fund Managers
AK
Abhinav KhandelwalFund Manager Since 1 Feb 2022
About Mahindra Manulife Large & Mid Cap Fund Regular Growth
Mahindra Manulife Large & Mid Cap Fund Regular Growth is a Equity mutual fund scheme from Mahindra Manulife Investment Management Pvt. Ltd.. This fund has been in existence for 5 years, having been launched on 2020-01-01. Mahindra Manulife Large & Mid Cap Fund Regular Growth has ₹2415.40 Cr worth of assets under management (AUM) as of Sun May 11 2025. The latest Net Asset Value (NAV) of Mahindra Manulife Large & Mid Cap Fund Regular Growth as of Mon May 05 2025 is ₹25.4887. The fund has an expense ratio of 1.96%, which is medium comparable to most other Equity funds.
Mahindra Manulife Large & Mid Cap Fund Regular Growth returns for the last 1 year are -2.45%. Since launch, it has delivered 18.97% average annual returns.
The Mahindra Manulife Large & Mid Cap Fund Regular Growth has the majority of its money invested in Financial Services, Energy, Communication Services, Healthcare, Industrials, Basic Materials, Consumer Cyclical sectors.
Top 5 Holdings of Mahindra Manulife Large & Mid Cap Fund Regular Growth.
- HDFC Bank Ltd: 5.72%
- Bajaj Finance Ltd: 4.17%
- Reliance Industries Ltd: 3.52%
- Indus Towers Ltd Ordinary Shares: 3.18%
- Divi's Laboratories Ltd: 3.08%
AMC Information
| Name | Mahindra Manulife Investment Management Pvt. Ltd. |
|---|---|
| Founding Date | 2020-01-01 |
| mfinvestors@mahindra.com | |
| Phone | 022-66327900 |
| Website | www.mahindramanulife.com |
| Address | 1st Floor, Sadhana House, Behind Mahindra Tower,570 P. B. Marg, Worli, Mumbai 400018 |
Tax Implications of Mahindra Manulife Large & Mid Cap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Mahindra Manulife Investment Management Pvt. Ltd.
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3Y CAGR
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expense ratio
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fund size
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Mahindra Manulife Low Duration Fund Regular Growth
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Mahindra Manulife Multi Cap Fund Direct Plan Growth
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expense ratio
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Mahindra Manulife ELSS Tax Saver Fund Direct Plan Growth
EquityELSS (Tax Savings)
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expense ratio
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fund size
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