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Mahindra Manulife Multi Cap Fund

Multi Cap Fund - An open ended equity scheme investing across large cap, mid cap, small cap stocks

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. Manish Lodha

Total Experience: Combined work experience of over 22 years of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management.

Experience in managing this fund : Managing since December 21, 2020

Fund Manager : Ms. Fatema Pacha

Total Experience: 17 years of work experience in the investment function including fund management and research

Experience in managing this fund : Managing since October 16, 2020

Mahindra Manulife Multi 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 provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Scheme Features:

  • Prudent portfolio of investments across companies and sectors
  • Actively managed by expert fund managers for potential long term capital appreciation.
  • Opportunity to co-own successful businesses through equity markets.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Multi Cap Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Aug 31, 2023)
Managed by Mr. Manish Lodha () and Ms. Fatema Pacha () 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 21.05 29.71 17.49 15.66 12,111 21,825 22,401 25,036 25.0364
Direct Plan - Growth Option 23.14 32.01 19.58 17.90 12,321 23,007 24,463 28,266 28.2663
Nifty 500 MultiCap 50:25:25 TRI^ 16.83 27.47 13.77 13.63 11,688 20,713 19,069 22,396 14,799.68
Nifty 50 Index TRI^^ 9.50 20.58 11.83 13.44 10,953 17,532 17,495 22,162 28,243.74

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 11-May-17. 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. Mr. Manish Lodha is managing this fund since December 21, 2020. Ms. Fatema Pacha is managing this scheme since October 16, 2020. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period.

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