Mahindra Manulife Large Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.34
• Std Deviation 13.85%
• Tracking Error 0.00%

The investment objective of the Scheme is 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. However, there can be no assurance that the investment objective of the Scheme will be achieved.

The Mahindra Manulife Large Cap Fund Regular Growth has an AUM of 653.37 crores & has delivered CAGR of 11.34% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.32%. The minimum investment in Mahindra Manulife Large Cap Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Construction Services.

Some of the similar funds are Mahindra Manulife Large Cap Fund Regular Growth, ITI Large Cap Fund Regular Growth, LIC MF Large Cap Fund Growth, WhiteOak Capital Large Cap Fund Regular Growth, PGIM India Large Cap Fund Growth. Mahindra Manulife Large Cap Fund Regular Growth has a sharpe ratio of 0.34 & a standard deviation of 13.85%.