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FAQ : Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan

Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 13.73 12.91 N/A
Average Rolling Returns(%) 25.64 21.09 21.47 N/A

The Current NAV of Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan is ₹28.86.

You can consider SIP in Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.58%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan is currently ₹2,453 Crores.

The Top three stocks are Indus Towers, ICICI Bank and Glenmark Pharma and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 30% of fund’s portfolio respectively.

Top three sectors of Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan fund are BFSI, Healthcare and Auto accounting for 51% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan Fund is Equity - Large & Mid Cap Fund.

Neelesh Dhamnaskar and Kirti Dalvi manage the Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan Fund.

Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan current PE ratio is 34.81 and PB ratio is 5.95

The asset allocation of Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan is Stocks : 93.96%, Debt : 4.96% and Gold : 1.02%

The minimum SIP amount for Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for Mahindra Manulife Large & Mid Cap Fund - Growth - Direct Plan is 1% on or before 3 months, Nil after 3 months

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