Mahindra Manulife Large & Mid Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Mahindra Manulife Large & Mid Cap IDCW Reinvest Direct Plan

NAV
₹21.8385
-0.51%
(18 Apr)
AUM
1,985 Cr
TER
0.46%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+65.1%
+65.1%
+45.3%
+45.2%
+45.2%
+40.7%
3Y
+31.9%
+31.9%
+23.8%
+31.7%
+31.7%
+21.3%
5Y
+26.8%
+26.8%
NA
NA
NA
+17.8%
ALL
+18.3%
+18.3%
+24.3%
+34.9%
+34.9%
+15.4%
VOL
16.3%
16.3%
19.3%
15.8%
15.8%
-
TER
0.8%
0.8%
0.5%
0.9%
0.9%
-
AUM
₹2,110 Cr
₹2,110 Cr
₹1,985 Cr
₹1,108 Cr
₹1,108 Cr
-
INFO
1.12
1.12
1.26
2.21
2.21
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Mahindra Manulife Large & Mid Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Coal India Ltd
4.0%
Canara Bank
4.0%
Bharti Airtel Ltd
3.8%
Hindustan Petroleum Corp Ltd
3.5%
Reliance Industries Ltd
3.5%
Larsen & Toubro Ltd
3.3%
Tata Motors Ltd Class A
3.0%
Tata Consultancy Services Ltd
2.8%
Net Receivables / (Payables)
2.7%
Tata Power Co Ltd
2.5%
Top industry exposure
Financial Services
18.9%
Industrials
15.2%
Energy
12.7%
Consumer Cyclical
10.7%
Healthcare
10.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
132%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
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 manager(s)
Manish Lodha
Abhinav Khandelwal

FAQs