Mahindra Manulife Large & Mid Cap Fund

Mahindra Mutual Fund-

Mahindra Manulife Large & Mid Cap Fund

By Rajendra

Apr 23, 2023

Scheme Analysis

Category

Large Mid Cap

Inception

Dec 30, 2019

Benchmark

Nifty LargeMid 250

AUM - 1,077 Cr

Fund Manager

Manish Lodha & Abhinav Khandewal

Mahindra Manulife Large & Mid Cap Fund

Rule based diversification for optimum performance in changing market cycles

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Top 5 Holding

HDFC Bank

Reliance

Infosys

LTI Mindtree

Larson & Toubro

6.24

5.47

4.89

3.38

2.89

Total - 22.87

Aim to provide stability of large caps and growth of mid caps

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Financial Service

Capital Good

Information Technology

Top 5 Sector 23.97

13.57

11.52

8.54

6.67

Automobile

Oil & Gas

Active stock selection through internal process framework for better return potential

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Market Cap Exposure Large Cap

Mid Cap

51.83%

36.53%

Mahindra Manulife Large & Mid Cap Fund

Small Cap

11.64%

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 3 Apr. 2023

1 Year

3 Year

Period

Returns

-5.45%

30.57%

An open ended equity scheme investing in both large cap and mid cap stocks

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SIP Performance Exit Load upto 1 year - 1%

As on 3 Apr 2023

1 Year

3 Year

Period

Value

11,688

44,463

Returns

-4.73%

14.16%

Monthly SIP of 1,000