Mahindra Manulife Large & Mid Cap Fund - Direct Plan has delivered 127.63% absolute return over the last 5 years.
The average return for Large & Mid Cap funds is 76.78% .
This fund ranks #3 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 4.64% .
The fund currently owns more than 73 stocks.
The top 10 holdings account for 27.24% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.37% | -1.86% |
| 2 Year Return | 39.94% | 11.61% |
| 3 Year Return | 66.95% | 32.10% |
| 4 Year Return | 200.54% | 57.26% |
| 5 Year Return | N/A | 76.78% |
| 6 Year Return | N/A | 125.17% |
| 7 Year Return | N/A | 141.57% |
| Expense Ratio | 0.51% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
4.64%
|
|
| 2 | Financials |
3.03%
|
|
| 3 | Finance - Banks - Private Sector |
2.79%
|
|
| 4 | Financials |
2.79%
|
|
| 5 | Financials |
2.74%
|
|
| 6 | E-Commerce/E-Retail |
2.50%
|
|
| 7 | Energy |
2.38%
|
|
| 8 | Health Care |
2.20%
|
|
| 9 | Pharmaceuticals |
2.15%
|
|
| 10 | Industrials |
2.02%
|
|
| 11 | Pharmaceuticals |
1.98%
|
|
| 12 | Materials |
1.83%
|
AMC: MAHINDRA MANULIFE
Category: Equity • Large & Mid Cap
Launch Date: 06 Dec 2019
Fund Manager: Ms. Kirti Dalvi
Minimum Purchase: ₹1,000
Exit Load: 1% is payable 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.
Lock-in: 1
Risk: Moderate Risk
Mahindra Manulife Large & Mid Cap Fund - Direct Plan is managed by MAHINDRA MANULIFE and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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