Mahindra Manulife Multi Cap Fund Regular Plan Growth

• Alpha 5.10%
• Beta 0.96
• Sharpe Ratio0.82
• Std Deviation 14.79%
• Tracking Error 4.51%

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives.

The Mahindra Manulife Multi Cap Fund Regular Plan Growth has an AUM of 6125.13 crores & has delivered CAGR of 21.57% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.77%. The minimum investment in Mahindra Manulife Multi Cap Fund Regular Plan 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 Divi's Laboratories, ICICI Bank, Glenmark Pharmaceuticals & Indus Towers.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Electronic Instr. & Controls & Software & Programming.

Some of the similar funds are Mahindra Manulife Multi Cap Fund Regular Plan Growth, Axis Multicap Fund Regular Growth, Aditya Birla Sun Life Multi-Cap Fund Regular Growth, HSBC Multi Cap Fund Regular Growth, Franklin India Multi Cap Fund Regular Growth. Mahindra Manulife Multi Cap Fund Regular Plan Growth has a sharpe ratio of 0.82 & a standard deviation of 14.79%.