Mahindra Manulife Large And Mid Cap Fund- Direct Growth

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

Type : Mutual Fund

Asset Class : Equity

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Fund Summary
Min Investment 1000
Min SIP 500
Lock InNo
Exit Load 3 Months1% *
*» 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 23 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

This Product is Suitable for investors who are seeking**

  • Long term wealth creation and income
  • Investment predominantly in equity and equity related securities of large and Mid cap companies.

Scheme Riskometer

Mahindra Manulife- Scheme Risko Meter Very High

Mahindra Manulife Large & Mid Cap Fund

Benchmark Riskometer

As per AMFI Tier I Benchmark i.e. Nifty Large Midcap 250 TRI

Mahindra Manulife- Benchmark Risko Meter Very High

**Investor should consult their financial advisers if in doubt about whether the product is suitable for them.

  • 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 Oct 31, 2024)
Managed by Mr. Manish Lodha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 34.84 15.97 N/A 22.62 13,495 15,616 N/A 26,835 26.8347
Direct Plan - Growth Option 36.97 18.02 N/A 24.83 13,709 16,461 N/A 29,258 29.2581
Nifty Large Midcap 250 TRI^ 38.47 18.19 N/A 23.04 13,859 16,533 N/A 27,289 20297.40
Nifty 50 TRI^^ 28.30 12.35 N/A 16.46 12,839 14,195 N/A 20,914 35971.14

^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.

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