Mahindra Manulife Large Cap Fund- Direct 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: 17 years of work experience in the investment function including fund management and research

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

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 March 1, 2022

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- Scheme Risko Meter Very High

Mahindra Manulife Large Cap Fund

Investors Understands that their principal will be at Very High risk

Mahindra Manulife- Benchmark Risko Meter Very High

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 Sep 30, 2024)
Managed by Ms. Fatema Pacha and Mr. Abhinav Khandelwal 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option 34.59 15.03 18.06 16.95 13,481 15,226 22,953 23,848 23.8482
Direct Plan - Growth Option 36.85 17.11 20.21 19.11 13,708 16,068 25,123 26,402 26.4020
Nifty 100 TRI^ 38.59 15.93 19.57 17.71 13,884 15,586 24,466 24,716 36486.84
BSE Sensex TRI^^ 29.48 13.98 18.26 16.85 12,966 14,813 23,148 23,738 130491.02

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