Mahindra Mutual Fund- 

Mahindra Manulife Large Cap Pragati Yojana

By Rajendra

Dec 8, 2022

Scheme Analysis

Category 

Large Cap

Inception

Mar 15, 2019

Benchmark

Nifty  100

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AUM  - 221 Cr

Fund Manager

Abhinav Khandelwal & Fatema Pacha

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Mahindra Manulife Large Cap Pragati Yojana

Agile quality portfolio from India’s Big 100 Companies*

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ICICI Bank

HDFC Bank

Reliance

Infosys

SBI

8.89

8.86

7.67

7.54

4.68

Total 37.64

Exposure to the more stable half of the market

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Financial Service

Information Technology

FMCG

Top 5 Sector

34.38

13.93

9.82

7.67

6.85

Healthcare

Oil Gas

High conviction bottom up stock picking with a focus on alpha generation

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Market Cap Exposure

Large Cap

Mid Cap

93.70%

3.68%

Mahindra Manulife Large Cap Pragati Yojana

Small Cap

2.62%

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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1 Year

3 Year

Since Inception

Period

Returns

7.66%

15.14%

14.39%

investing in a portfolio constituted of equity & equity related securities & derivatives in large cap companies

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Exit Load

upto 1 year - 1%

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As on 30 Nov. 2022

12,890

48,154

61,105

14.10%

19.87%

18.19%

Monthly SIP of 1,000

44 M