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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.45 | 53.15 | 1.29 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.26 | 52.30 | 1.13 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Mahindra Manulife Multi Cap Fund | 29.74% | 18.44% | 19.60% |
Nippon India Multi Cap Fund | 34.72% | 24.62% | 17.70% |
SBI Multicap Fund | 31.01% | — | 19.93% |
HDFC Multi Cap Fund | 29.09% | — | 23.89% |
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
5.77 %
Holdings
3.80 %
Holdings
2.69 %
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
₹ 28,963.20 Cr.
Manish Lodha
AUM: ₹22,087.06 Cr.
|
Exp: —
Fatema Pacha
AUM: ₹12,215.42 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%