April 25, 2023
mayank
Mahindra Manulife Large Cap Fund
NAV Growth: Rs 16.6244
NAV IDCW: Rs 14.0707
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme seeks to provide long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in large cap companies.
Fund Manager:
1) Abhinav Khandelwal
Education: Mr. Khandelwal is Chartered Accountant
Experience: Prior to joining Canara Robeco Mutual Fund he has worked with Aegon life Insurance Company as Fund Manager, Asian Market Securities as Equity Analyst and Systematix Shares & Stocks as Equity Analyst.
2) Fatema Pacha
Education: Ms. Pacha has done PGDBM (Finance) and BE (Computers)
Experience: Prior to joining MMIMPL, she was associated with ICICI Prudential Life Insurance and UTI Mutual Fund.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details
| Fund House | Mahindra Manulife Mutual Fund |
| Launch Date | 15-Mar-19 |
| Return Since Launch | 13.16% |
| Benchmark | NIFTY 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 220 Cr |
| (As on 31-Mar-2023) | |
| Expense | 0.67% |
| (As on 31-Mar-2023) | |
| Risk Grade | Below Average |
| Return Grade | Average |
| Turnover | 101.00% |
Mahindra Manulife Large Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Mahindra Mnulife Large Cap Dir | -2.69 | 0.70 | 4.08 | -2.88 | -0.37 | 1.71 | 24.73 | — | — | — |
| S&P BSE 100 TRI | -2.04 | 0.64 | 4.69 | -1.87 | -0.14 | 3.45 | 26.37 | — | — | — |
| Equity: Large Cap | -2.90 | 0.59 | 4.13 | -2.66 | -0.65 | 1.82 | 24.16 | — | — | — |
| Rank within category | 62 | 13 | 58 | 72 | 61 | 60 | 34 | — | — | — |
| Number of funds in category | 96 | 96 | 96 | 96 | 94 | 87 | 63 | 51 | 47 | 46 |
Mahindra Manulife Large Cap Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Mahindra Mnulife Large Cap Dir | 4 star | 1.71 | 24.73 | — | 0.67 | 220 | 13.16 | 1.00 (365) | 4yrs 1mo | 101.00 |
| ICICI Pru Bluechip Dir | 5 star | 5.97 | 27.19 | 11.89 | 1.12 | 34,679 | 14.32 | 1.00 (365) | 10yrs 3mo | 27.00 |
| Canara Robeco Bluechip Eqt Dir | 5 star | 4.59 | 23.51 | 13.91 | 0.53 | 8,860 | 13.92 | 1.00 (365) | 10yrs 3mo | 27.00 |
| Kotak Bluechip Dir | 5 star | 5.12 | 26.34 | 12.31 | 0.58 | 5,259 | 13.77 | 1.00 (365) | 10yrs 3mo | 14.49 |
| HDFC Index S&P BSE Sensex Dir | 4 star | 6.05 | 25.28 | 12.57 | 0.20 | 4,405 | 12.57 | 0.25 (3) | 10yrs 3mo | 5.11 |
Portfolio Analysis
| No. of Stocks | 37 |
| Top 10 Stocks | 56.95% |
| Top 5 Stocks | 38.03% |
| Top 3 Sectors | 58.27% |
| Portfolio P/B Ratio | 2.99 |
| Portfolio P/E Ratio | 21.41 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,86,982 | 2,73,830 |
| Giant (%) | 73.02 | 64.07 |
| Large (%) | 22.07 | 29.42 |
| Mid (%) | 2.70 | 10.31 |
| Small (%) | 2.21 | 2.02 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Mahindra Manulife Large Cap Fund
Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.mahindramanulife.com/
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