Mahindra Manulife Large Cap Fund- Regular Growth

Large Cap Fund - An open ended equity scheme predominantly investing in large 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 : Ms. Fatema Pacha

Total Experience: 18 years of work experience in the investment function including fund management and research

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

This Product is Suitable for investors who are seeking**

  • Long term capital appreciation
  • Investment predominantly in equity and equity related securities including derivatives of large cap companies.

Scheme Riskometer

Mahindra Manulife- Scheme Risko Meter Very High

Mahindra Manulife Large Cap Fund

Benchmark Riskometer

As per AMFI Tier I Benchmark i.e. Nifty 100 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.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Large Cap Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on May 30, 2025)
Managed by Ms. Fatema Pacha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 8.92 15.44 21.21 14.19 10,889 15,385 26,186 22,808 22.8078
Direct Plan - Growth Option 10.76 17.49 23.38 16.28 11,073 16,217 28,620 25,532 25.5315
Nifty 100 TRI^ 8.90 15.96 22.33 14.69 10,887 15,593 27,430 23,432 34591.14
BSE Sensex TRI^^ 11.36 14.95 21.66 14.40 11,133 15,189 26,686 23,067 126803.70

^Benchmark ^^Additional Benchmark. CAGR – Compounded Annual Growth Rate. Inception/Allotment date: 15-Mar-2019. 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. Ms. Fatema Pacha is managing this scheme since December 21, 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.