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Mahindra Manulife Multi Cap Fund - Regular - Growth

Equity | Multi - Cap

(NAV as of 28/03/2024)
29.93 (0.85)

3Y Returns

24.76%

Min SIP

500

Min Lumpsum

1000

Expense Ratio

1.92%

Fund Size

2665 Cr

Inception Date

11-May-17

Fund Manager

Manish Lodha

Exit Load

1% on or before 3M, Nil after 3M.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

96.21%

Debt & Others

3.79%

Market Cap Allocation

Large Cap

35.93%

Mid Cap

33.40%

Small Cap

26.88%

Other Cap

3.79%

Sector Allocation

Banks

11.16%

Internet and Technology

9.78%

Industrial Products

8.20%

Construction

7.52%

Power

7.45%

Top Ten Holdings

Coal India Ltd

4.26%

Canara Bank

3.49%

Hindustan Petroleum Corporation Ltd

2.98%

NTPC Ltd

2.78%

Larsen & Toubro Ltd

2.73%

Investment Objective

The Investment Objective Of The Scheme Is To Provide Medium To Long Term Capital Appreciation Through Appropriate Diversification And Taking Low Risk On Business Quality. The Diversified Portfolio Would Predominantly Consist Of Equity And Equity Related Securities Including Derivatives. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Achieved.

Fund House Detail

AMC Name

Mahindra Manulife Investment Management Private Limited

Address

4th Floor, A-Wing, Mahindra TowersDr. G M Bhosle Marg, P K Kurne Chowk,Mumbai-400018

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BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

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

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

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