Mahindra Manulife Flexi Cap Fund
Mahindra Mutual Fund-
Mahindra Manulife Flexi Cap Fund
By Rajendra
Apr 14, 2023
Scheme Analysis
Category
Flexi Cap
Inception
Aug 23, 2021
Benchmark
Nifty 500
AUM - 1,077 Cr
Fund Manager
Fatema Pacha & Manish Lodha
Mahindra Flexi Cap Yojana
Rule based diversification for optimum performance in changing market cycles
Image Credit - Unsplash
Top 5 Holding
HDFC Bank
Reliance
Infosys
LTI Mindtree
Larson & Toubro
6.24
5.47
4.89
3.38
2.89
Total - 22.87
– Flexibility to invest in opportunities across market capitalization
Image Credit - Unsplash
Financial Service
Capital Good
Information Technology
Top 5 Sector 23.97
13.57
11.52
8.54
6.67
Automobile
Oil & Gas
– Bottom up stock selection process
Image Credit - Unsplash
Market Cap Exposure Large Cap
Mid Cap
51.83%
36.53%
Mahindra Manulife Flexi Cap Fund
Small Cap
11.64%
– Top down approach to select sectors
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Scheme Performance Exit Load Upto 1 Year - 1.00%
As on 30 Nov. 2022
1 Year
3 Year
Since Inception
Period
Returns
8.30%
-
10.58%
Management through diversification of holdings and disciplined approach to monitor individual stock position
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SIP Performance Exit Load upto 1 year - 1%
As on 30 Nov. 2022
1 Year
3 Year
16 Month
Period
Value
12,874
-
17,099
Returns
13.84%
-
9.85%
Monthly SIP of 1,000
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