Mahindra Manulife Large Cap Pragati Yojana

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: 17th September 2021 Last Dividend: 0.50000000

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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 : Mr. Manish Lodha

Total Experience: Combined work experience of over 20 years of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management.

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.
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Mahindra Manulife Large Cap Pragati Yojana

Investors Understands that their principal will be at Very High risk

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Nifty 50 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 Pragati Yojana CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Oct 29, 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
Regular Plan - Growth Option 59.48 N/A N/A 19.60 15825 N/A N/A 15979 16.00
Direct Plan - Growth Option 62.28 N/A N/A 21.87 16100 N/A N/A 16784 16.82
Nifty 50 Index TRI^ 53.72 N/A N/A 19.50 15319 N/A N/A 15824 25340.83
S&P BSE Sensex TRI^^ 51.40 N/A N/A 19.86 15068 N/A N/A 15953 88479.47

^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.

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.