Mahindra Manulife Flexi Cap Fund - Direct Plan - Growth

Equity | Flexi - Cap

(NAV as of 03/05/2024)

15.39 (-0.35)

3Y Returns

Min SIP

₹500

Min Lumpsum

₹1000

Expense Ratio

0.37%

Fund Size

₹1162 Cr

Inception Date

23-Aug-21

Fund Manager

Fatema Pacha

Exit Load

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

Wealthzi View

Fund Traits

Zi Tags

Description

Overall Fund Zi Tag

Asset Allocation

Equity

95.70%

Debt & Others

4.30%

Market Cap Allocation

Large Cap

58.96%

Mid Cap

16.87%

Small Cap

19.87%

Other Cap

4.30%

Sector Allocation

Banks

24.87%

Internet and Technology

11.66%

Consumer Durables

7.23%

Pharmaceuticals

6.31%

Finance

5.21%

Top Ten Holdings

ICICI Bank Ltd

7.63%

HDFC Bank Ltd

7.22%

Infosys Ltd

5.94%

Reliance Industries Ltd

5.17%

Tata Consultancy Services Ltd

3.05%

Investment Objective

The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Investing Ina Diversified Portfolio Of Equity And Equity-Related Securities Across Market Capitalization. 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

Scheme Document

https://www.mahindramanulife.com/downloads#SIDSAI

Address

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

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Franklin India Flexi Cap Fund - Direct Growth

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Edelweiss Flexi Cap Fund - Direct Plan Growth

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Motilal Oswal Flexi Cap Fund - Direct Growth

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18.43%

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38.25%

18.41%

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18.05%

17.18%

Aditya Birla Sun Life Flexi Cap Fund - Growth-Direct Plan

37.66%

17.81%

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Sbi Flexicap Fund - Direct Plan - Growth

30.59%

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Lic Mf Flexi Cap Fund-Direct Plan-Growth

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Pgim India Flexi Cap Fund - Direct Plan - Growth Option - Growth

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16.11%

21.4%

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17.01%

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20.4%

9.81%

15.29%

Iti Flexi Cap Fund - Direct Plan - Growth

54.18%

Invesco India Flexi Cap Fund-Direct Plan - Growth

50.18%

Nippon India Flexicap Fund-Direct Plan-Growth

42.52%

Sundaram Flexi Cap Fund Direct Growth

31.93%

Nj Flexi Cap Fund - Direct Plan Growth

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