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Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

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Category: Equity: Multi Cap
Launch Date: 05-05-2017
Asset Class: Equity
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 2.04% As on (30-04-2023)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,633.38 Cr As on (30-04-2023)
Turn over: 108
NAV as on 06-06-2023

22.0398

0.1 (0.4696%)

CAGR Since Inception

13.93%

Nifty 500 Multicap 50:25:25 TRI 15.29%

PERFORMANCE of Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 06-06-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 14.05 28.89 15.79 - 13.93
NIFTY500 MULTICAP 50:25:25 TRI 14.51 31.14 12.77 15.99 15.29
Equity: Multi Cap 18.2 28.0 14.27 16.59 11.26

Yearly Performance (%)

Nav Movement

Fund Managers

Fatema Pacha, Manish Lodha

Investment Objective

The scheme seeks to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality.

RETURNS CALCULATOR for Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 15.81 1.36 2.09 0.97 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 06-06-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 14.05 12.25 28.89 15.79 0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 27.29 21.94 35.77 15.33 15.97
HDFC Multi Cap Fund - Growth Option 01-12-2021 26.33 0.0 0.0 0.0 0.0
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 22.72 0.0 0.0 0.0 0.0
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 20.03 0.0 0.0 0.0 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 19.92 11.96 26.34 12.79 15.47
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 18.63 2.97 17.37 0.0 0.0
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 17.87 0.0 0.0 0.0 0.0
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 17.22 13.68 28.35 13.45 14.2
Invesco India Multicap Fund - Growth Option 17-03-2008 16.44 8.85 24.86 11.12 17.1

PORTFOLIO ANALYSIS of Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Asset Allocation (%)