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Mahindra Manulife Large & Mid Cap Fund

Large & Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks

Dividend at the discretion of the Trustees, subject to availability of distributable surplus.

Type : Mutual Fund

Asset Class : Equity

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 1 Yr1% *
*» 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.

Fund Manager : Mr. Rahul Pal

Total Experience: Collectively over 21 years of work experience in the Fixed Income segment

Experience in managing this fund : Managing since August 20, 2018

Mahindra Manulife Large & Mid Cap Fund

Investors Understands that their principal will be at risk

  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Large & Mid Cap Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Aug 31, 2023)
Managed by Mr. Abhinav Khandelwal and Mr. Manish Lodha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 16.50 27.11 N/A 20.91 11,655 20,539 N/A 20,078 20.0779
Direct Plan - Growth Option 18.60 29.52 N/A 23.17 11,866 21,726 N/A 21,492 21.4915
Nifty Large Midcap 250 TRI^ 15.68 26.64 N/A 20.53 11,573 20,312 N/A 19,846 14,761.91
Nifty 50 TRI^^ 9.50 20.58 N/A 14.46 10,953 17,532 N/A 16,421 28,243.74

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 30-Dec-19. Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period. Mr. Manish Lodha is managing this scheme since December 21, 2020. Mr. Abhinav Khandelwal is managing this scheme since February 1, 2022.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.