Mahindra Manulife Large Cap Fund

Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks

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

Type : Mutual Fund

Asset Class : Equity

Last Dividend Date: 27th February 2023 Last Dividend: 1.00000000

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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 1 year from the date of allotment;

» Nil - If Units are redeemed / switched-out after 1 year from the date of allotment.

Fund Manager : Mr. Abhinav Khandelwal

Total Experience: Combined work experience of over 14 years of which around 10 years have been in the field of managing of funds and equity research.

Experience in managing this fund : Managing since April 1, 2022

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

Mahindra Manulife Large Cap Fund

Investors Understands that their principal will be at Very High risk


Nifty 100 Index TRI

  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to provide long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in large cap companies. 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 Cap Fund CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Feb 28, 2023)
Managed by Mr. Abhinav Khandelwal and Ms. Fatema Pacha 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 0.89 14.82 N/A 11.00 10,089 15,143 N/A 15,120 15.1199
Direct Plan - Growth Option 2.88 16.95 N/A 13.13 10,288 16,004 N/A 16,300 16.3004
Nifty 100 Index TRI^ 1.56 16.03 N/A 11.56 10,156 15,627 N/A 15,422 22,766.58
S&P BSE Sensex TRI^^ 6.19 16.86 N/A 13.02 10,619 15,966 N/A 16,242 89,281.77

^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. Mr. Abhinav Khandelwal is managing this scheme since March 1, 2022. 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.