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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.42 | 42.00 | 1.41 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 47.13 | 1.68 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mahindra Manulife Flexi Cap Fund(IDCW Payout) | 17.70% | 16.16% | 15.49% |
HDFC Flexi Cap Fund(IDCW) | 21.12% | 14.96% | 6.78% |
Kotak Flexicap Fund(IDCW-Payout) | 27.69% | 17.92% | 13.88% |
UTI Flexi Cap Fund(IDCW) | 23.98% | 7.47% | 12.74% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
9.18 %
Holdings
7.75 %
Holdings
4.46 %
Mahindra Asset Management Company Private Ltd. (MAMCPL) is established under the Companies Act, 1956. The company is the asset manager of Mahindra Mutual Fund, established as a trust under the Indian Trusts Act, 1882. It is registered with SEBUI under the registration number MF/069/16/01.
No.of Schemes
23
Total AUM
₹ 28,615.61 Cr.
Fatema Pacha
AUM: ₹12,519.72 Cr.
|
Exp: —
Manish Lodha
AUM: ₹21,478.49 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%