Mahindra Manulife Large & Mid Cap Fund-Dir Growth

Equity · Large & Mid Cap
 · ★★★
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.46 %
Expense Ratio
★★★
Rating
1,341
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 14.9% 28.3% - 22.4%
Category Average 13.3% 26% 14.1% -

Scheme Allocation

By Holding
By Sector
By Asset
7.3%
2.61%
Others
79.17%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.3%
Reliance Industr Refineries Equity 4.95%
Tech Mahindra IT - Software Equity 3.08%
Kajaria Ceramics Ceramic Products Equity 2.89%
REC Ltd Finance Equity 2.61%
Cummins India Capital Goods-Non Electrical Equipment Equity 2.6%
Godrej Propert. Realty Equity 2.58%
Infosys IT - Software Equity 2.51%
Escorts Kubota Automobile Equity 2.46%
ICICI Bank Banks Equity 2.34%
Divi's Lab. Pharmaceuticals Equity 2.28%
Vedant Fashions Retail Equity 2.19%
S A I L Steel Equity 2.13%
Piramal Enterp. Finance Equity 2.13%
Titan Company Diamond, Gems and Jewellery Equity 2.02%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.02%
Jindal Steel Steel Equity 1.99%
Indus Towers Telecomm Equipment & Infra Services Equity 1.99%
Maruti Suzuki Automobile Equity 1.98%
IndusInd Bank Banks Equity 1.98%
LTIMindtree IT - Software Equity 1.95%
B H E L Capital Goods - Electrical Equipment Equity 1.94%
KEI Industries Cables Equity 1.91%
SKF India Bearings Equity 1.82%
M & M Fin. Serv. Finance Equity 1.8%
CRISIL Credit Rating Agencies Equity 1.68%
H P C L Refineries Equity 1.66%
Abbott India Pharmaceuticals Equity 1.63%
Dalmia BharatLtd Cement Equity 1.62%
Radico Khaitan Alcoholic Beverages Equity 1.57%
I D F C Finance Equity 1.51%
Tata Motors-DVR Automobile Equity 1.48%
Cholaman.Inv.&Fn Finance Equity 1.48%
CIE Automotive Castings, Forgings & Fastners Equity 1.44%
AIA Engineering Castings, Forgings & Fastners Equity 1.42%
Tata Comm Telecomm-Service Equity 1.35%
TD Power Systems Capital Goods - Electrical Equipment Equity 1.33%
Bajaj Auto Automobile Equity 1.25%
Max Financial Finance Equity 1.2%
Kaynes Tech Consumer Durables Equity 1.19%
Metro Brands Retail Equity 1.18%
Bandhan Bank Banks Equity 1.17%
Birlasoft Ltd IT - Software Equity 1.12%
L&T Fin.Holdings Finance Equity 1.08%
RBL Bank Banks Equity 1.05%
Punjab Natl.Bank Banks Equity 1.04%
NTPC Power Generation & Distribution Equity 1.03%
A B B Capital Goods - Electrical Equipment Equity 0.98%
Syrma SGS Tech. Electronics Equity 0.93%
Triven.Engg.Ind. Sugar Equity 0.85%
L G Balakrishnan Auto Ancillaries Equity 0.66%
L&T Technology IT - Software Equity 0.53%
Jio Financial Finance Equity 0.51%
Piramal Pharma Pharmaceuticals Equity 0.47%
Britannia Inds. FMCG Equity 0.29%
Bharti Airtel PP Telecomm-Service Equity 0.02%
Banks
14.88%
Finance
12.8%
IT-Software
8.66%
Industrial Products
7.75%
Petroleum Products
6.61%
Others
49.3%
View all Sectors
Sectors Asset
Banks 14.88%
Finance 12.8%
IT-Software 8.66%
Industrial Products 7.75%
Petroleum Products 6.61%
Consumer Durables 6.09%
Automobiles 4.71%
Pharmaceuticals & Biotech 4.38%
Electrical Equipments 4.25%
Ferrous Metals 4.12%
Telecom-Services 3.36%
Realty 2.58%
Agricultural, Commercial 2.46%
Retailing 2.19%
Industrial Manufacturing 2.12%
Auto Components 2.1%
Construction 2.02%
Cement & Cement Products 1.62%
Beverages 1.57%
Insurance 1.2%
Debt 1.17%
Power 1.03%
Agricultural Food & other 0.85%
Cash & Others 0.66%
IT-Services 0.53%
Food Products 0.29%
Equity
98.17%
Reverse Repos
1.17%
Net Curr Ass/Net Receivables
0.66%

Advance Ratio

0.26
Alpha
4.21
SD
0.94
Beta
0.5
Sharpe

Exit Load

Exit Load 1% - 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 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.

Fund Managers

Manish Lodha

Mr. Manish Lodha (both a Chartered Accountant and a Company Secretary) has around 20 years of work experience. He has worked in the mutual fund industry for 11 years and the insurance industry (in equity research and fund management) for four years. Before associating with MMIMPL as an Equity Fund Manager, Mr. Lodha worked in Canara HSBC OBC Life Insurance Co. Ltd. and Kotak Mahindra Mutual Fund as a Portfolio Manager, Equity Research. Before this, he had also taken several finance roles in BOC India Ltd. (Now Linde India Ltd.).

 

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P.B.Marg, Worli, Mumbai 400018
Contact:
022-66327900
Email ID:
mfinvestors@mahindra.com

More Funds from Mahindra Manulife Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Mahindra Manulife Large & Mid Cap Fund-Dir Growth ?

You can invest in Mahindra Manulife Large & Mid Cap Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Mahindra Manulife Large & Mid Cap Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Mahindra Manulife Large & Mid Cap Fund-Dir Growth ?

The NAV of Mahindra Manulife Large & Mid Cap Fund-Dir Growth is ₹20.8 as of 18 August 2023.

How to redeem Mahindra Manulife Large & Mid Cap Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Mahindra Manulife Large & Mid Cap Fund-Dir Growth?

The minimum SIP amount of Mahindra Manulife Large & Mid Cap Fund-Dir Growth is ₹500

What are the top sectors Mahindra Manulife Large & Mid Cap Fund-Dir Growth has invested in?

The top sectors Mahindra Manulife Large & Mid Cap Fund-Dir Growth has invested in are
  1. Banks - 14.88%
  2. Finance - 12.8%
  3. IT-Software - 8.66%
  4. Industrial Products - 7.75%
  5. Petroleum Products - 6.61%

Can I make investments in both the SIP and Lump Sum schemes of Mahindra Manulife Large & Mid Cap Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Mahindra Manulife Large & Mid Cap Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Mahindra Manulife Large & Mid Cap Fund-Dir Growth generated ?

The Mahindra Manulife Large & Mid Cap Fund-Dir Growth has delivered 22.4% since inception

What is the expense ratio of Mahindra Manulife Large & Mid Cap Fund-Dir Growth ?

The expense ratio of Mahindra Manulife Large & Mid Cap Fund-Dir Growth is 0.46 % as of 18 August 2023.

What is the AUM of Mahindra Manulife Large & Mid Cap Fund-Dir Growth?

The AUM of Mahindra Manulife Large & Mid Cap Fund-Dir Growth is ₹10,262 Cr as of 18 August 2023

What are the top stock holdings of Mahindra Manulife Large & Mid Cap Fund-Dir Growth?

The top stock holdings of Mahindra Manulife Large & Mid Cap Fund-Dir Growth are
  1. HDFC Bank - 7.3%
  2. Reliance Industr - 4.95%
  3. Tech Mahindra - 3.08%
  4. Kajaria Ceramics - 2.89%
  5. REC Ltd - 2.61%

How can I redeem my investments in Mahindra Manulife Large & Mid Cap Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Mahindra Manulife Large & Mid Cap Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number