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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.45 | 48.31 | 1.15 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 51.24 | 1.67 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY LargeMidcap 250 - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mahindra Manulife Large & Mid Cap Fund(IDCW Payout) | 20.79% | 13.63% | 19.90% |
Mirae Asset Large & Midcap Fund(IDCW) | 26.91% | 7.75% | 18.01% |
SBI Large & Midcap Fund(IDCW-Payout) | 29.14% | 20.51% | 16.41% |
Kotak Equity Opp Fund(IDCW-Payout) | 34.06% | 23.85% | 13.20% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
5.72 %
Holdings
4.01 %
Holdings
2.73 %
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
₹ 29,152.11 Cr.
Manish Lodha
AUM: ₹22,090.44 Cr.
|
Exp: —
Data not available
Mr. Manish Lodha is a Chartered Accountant and a Company Secretary. He has over 20 years of work experience of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management. Prior to joining MMIMPL, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
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%