Mahindra Manulife Large Cap Fund Direct Growth

Equity
Large Cap
Moderately High Risk
13.21%
3Y annualised
+0.73% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Nov 2024₹24.75
Min. SIP amount₹500
Rating3
Fund size₹596.25Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.0%13.2%17.7%17.4%
Category average34.0%13.5%16.8%NA
Rank with in category513821NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
35.4%20.1%34,432.09
5
35.5%17.2%66,206.57
5
38.0%16.9%429.06
4
38.5%14.6%1,744.59
4
33.9%13.9%15,311.79

Holdings (38)

NameSectorInstrumentAssets
FinancialEquity9.04%
EnergyEquity7.41%
FinancialEquity6.74%
TechnologyEquity5.71%
ConstructionEquity4.73%
TechnologyEquity3.94%
FinancialEquity3.78%
Consumer StaplesEquity3.47%
FinancialEquity3.45%
Capital GoodsEquity2.94%
FinancialEquity2.86%
EnergyEquity2.73%
Consumer StaplesEquity2.28%
ServicesEquity2.22%
ConstructionEquity2.06%
HealthcareEquity2.05%
Consumer StaplesEquity1.95%
EnergyEquity1.88%
InsuranceEquity1.82%
AutomobileEquity1.78%
AutomobileEquity1.72%
AutomobileEquity1.68%
EnergyEquity1.63%
Consumer StaplesEquity1.63%
EnergyEquity1.50%
DiversifiedEquity1.46%
AutomobileEquity1.43%
TechnologyEquity1.38%
TextilesEquity1.22%
FinancialEquity1.18%
ServicesEquity1.18%
Consumer StaplesEquity1.12%
FinancialEquity1.03%
Capital GoodsEquity1.00%
HealthcareEquity1.00%
ConstructionEquity0.93%
ServicesEquity0.74%
ServicesEquity0.55%
See All

Pros and cons

Category: Equity Large Cap

Pros

5Y annualised returns higher than category average by 0.64%
Lower expense ratio: 0.67%

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.67%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 3 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Abhinav Khandelwal
Mar 2022 - Present
View details

Education
Mr. Khandelwal is Chartered Accountant, B.com
Experience
Prior to joining Aditya Birla Sun Life AMC Ltd he has worked with Mahindra Mutual Fund, Canara Robeco Mutual Fund, Aegon life Insurance Company as Fund Manager, Asian Market Securities as Equity Analyst and Systematix Shares & Stocks as Equity Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
1st Floor, Sadhana House, Behind Mahindra Tower, 570 P. B. Marg, Worli, Mumbai 400018
Phone
022-66327900
Launch Date
04 Feb 2016
Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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