Mahindra Manulife Large Cap Pragati Yojana

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 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. V. Balasubramanian

Total Experience: Collectively over 38 years of work experience of which around 20 years have been in the Mutual Fund Industry and 8 years in Treasury function of nationalised bank

Fund Manager : Ms. Fatema Pacha

Total Experience: 14 years of work experience in the investment function including fund management and research

Experience in managing this fund: N/A

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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.
  • Scheme Overview
  • Scheme Documents and Forms

Fund Performance:
Mahindra Manulife Large Cap Pragati Yojana CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Aug 31, 2021)
Managed by Mr. V. Balasubramanian () and Ms. Fatema Pacha () 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Mahindra Manulife Large Cap Pragati Yojana - Reg - Growth 54.41 N/A N/A 18.57 15440.9601 N/A N/A 15195.5352 15.22
Mahindra Manulife Large Cap Pragati Yojana - Dir - Growth 57.13 N/A N/A 20.83 15713.1454 N/A N/A 15915.9372 15.9457
Nifty 50 Index TRI^ 52.24 N/A N/A 19.31 15223.8383 N/A N/A 15314.8524 24525.71
S&P BSE Sensex TRI^^ 50.55 N/A N/A 19.74 15055.0016 N/A N/A 15454.2853 85711.69

^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. V Balasubramanian manages 5 schemes of Mahindra Manulife Mutual Fund. Ms. Fatema Pacha is managing this scheme since December 21, 2020 and she manages 8 schemes of Mahindra Manulife Mutual Fund. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period.

For performance of other schemes managed by Mr. V. Balasubramanian click here

For performance of other schemes managed by Ms. Fatema Pacha click here

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