Mahindra Manulife Large And Mid Cap Fund - Regular - 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. Neelesh Dhamnaskar

Total Experience: Around 20 years of experience in Indian equity markets

Experience in managing this fund : Managing since February 16, 2026

Fund Manager : Ms.Kirti Dalvi

Total Experience: 20+ years of experience in the field of financial sector.

Experience in managing this fund : Managing since December 2, 2025

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

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 Feb 27, 2026)
Managed by Mr. Neelesh Dhamnaskar and Ms.Kirti Dalvi 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 16.90 17.90 15.70 17.33 11,685 16,388 20,752 26,798 26.7980
Direct Plan - Growth Option 18.63 19.73 17.69 19.37 11,857 17,164 22,596 29,795 29.7947
Nifty Large Midcap 250 TRI^ 20.18 20.59 17.07 18.66 12,012 17,536 22,009 28,721 21363.06
Nifty 50 TRI^^ 15.12 14.64 12.93 13.69 11,507 15,066 18,379 22,061 37943.67

^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. Ms. Kirti Dalvi is managing this scheme since December 2, 2025. Mr. Neelesh Dhamnaskar is managing the scheme since February 16, 2026.

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