Mahindra Manulife Large & Mid Cap Fund Direct Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.90
• Std Deviation 13.58%
• Tracking Error 0.00%

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. However, there can be no assurance that the investment objective of the Scheme will be achieved.

The Mahindra Manulife Large & Mid Cap Fund Direct Growth has an AUM of 2776.86 crores & has delivered CAGR of 18.09% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.45%. The minimum investment in Mahindra Manulife Large & Mid Cap Fund Direct Growth is Rs 1000 and the minimum SIP is Rs 500.

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

The top holdings of the fund include Indus Towers, Glenmark Pharmaceuticals, ICICI Bank & UltraTech Cement.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming & Construction Services.

Some of the similar funds are Mahindra Manulife Large & Mid Cap Fund Direct Growth, LIC MF Large & Mid Cap Direct Growth, Quant Large and Mid Cap Fund Growth Option Direct Plan, Bajaj Finserv Large and Mid Cap Fund Direct Growth, Whiteoak Capital Large & Mid Cap Fund Direct Growth. Mahindra Manulife Large & Mid Cap Fund Direct Growth has a sharpe ratio of 0.90 & a standard deviation of 13.58%.