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Mahindra Manulife Large Cap Fund | Investment Analysis, Returns & Performance 2025

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Comprehensive analysis of Mahindra Manulife Large Cap Fund - Investment objective, fund managers, returns, AUM of ₹650.77 crores, and expert insights. Start investing today.

Investment Objective and Approach

The investment objective of the Mahindra Manulife Large Cap Fund is to provide long term capital appreciation and growth opportunities by investing in a portfolio constituted of equity and equity related securities and derivatives predominantly in large cap companies. The fund is mandated to invest at least 80 percent of its assets in large-cap stocks at all times.

The fund follows a disciplined investment approach focused on:

- A concentrated portfolio of market leaders and established businesses

- A portfolio with measured exposure in other market caps for possible alpha generation

- Quality company selection with focus on established businesses

- Conservative investment strategy suitable for equity investors seeking stability

Key Portfolio Strategies:

- Key overweight sectors include Banks, IT and Capital Goods

- Key underweight sectors include Finance, Oil, Gas & Consumable Fuels and FMCG

- Portfolio has majority allocation towards large caps with very marginal exposure to mid and small caps currently

Fund Managers

The fund is currently managed by Mr. Abhinav Khandelwal and Ms. Fatema Pacha. Mr. Abhinav Khandelwal has 14 years of total experience and has been managing this scheme since March 1, 2022. Ms. Fatema Pacha has 17 years of total experience and has been managing this scheme since December 21, 2020.

Mr. Abhinav Khandelwal:

- Total Experience: 14 years

- Managing this fund since: March 1, 2022

- Manages 6 schemes of Mahindra Manulife Mutual Fund

Ms. Fatema Pacha:

- Total Experience: 17 years

- Managing this fund since: December 21, 2020

- Manages 9 schemes of Mahindra Manulife Mutual Fund

About the Fund House (AMC)

Mahindra Manulife Mutual Fund is a joint venture between Mahindra & Mahindra Financial Services Limited and Manulife Investment Management, bringing together a perfect blend of global wealth and asset management skills. With a customer-centric approach and a brilliant track record of fulfilling customer goals, the entity has been one of the top-notch members of the industry.

Key Highlights:

- Total AUM of over Rs 19,091.98 crores as of March 2024

- 67 schemes across different categories

- Diverse portfolio of mutual funds including multi-cap, large-cap, mid-cap, flexi-cap, small-cap, aggressive hybrid, ELSS, etc.

- Global expertise combined with local market knowledge

The fund house has established itself as a trusted investment partner with strong research capabilities and risk management frameworks.

Should I Invest in Mahindra Manulife Large Cap Fund?

Fund Performance Data (as of latest available data):

- AUM: ₹650.77 crores

- Expense Ratio: 0.68%

- Launch Date: February 22, 2019, with CAGR of 16.38% since inception

- Returns: 10.73% (1 year), 17.45% (3 year), 22.37% (5 year)

Who Should Consider This Fund:

Suitable for:

- Conservative equity investors who prefer stability of large-cap investments

- Investors seeking long-term capital appreciation

- Those investing for five years or more to beat inflation and fixed income returns

- First-time equity investors looking for lower volatility

Investment Considerations:

- Must invest only through the SIP route for all equity funds

- Do not invest if you need to redeem your investment in less than five years

- Be prepared for ups and downs in investment value along the way

- Large-cap funds tend to fall less when stock prices decline compared to smaller company funds

FAQs

What is today's NAV of Mahindra Manulife Large Cap Fund?

The NAV changes daily based on market movements. You can check the current NAV on the Allvest platform or the official fund house website.

What is the AUM of Mahindra Manulife Large Cap Fund?

As per the latest data, the AUM of Mahindra Manulife Large Cap Fund is ₹650.77 crores.

What is the expense ratio of Mahindra Manulife Large Cap Fund?

The expense ratio of the fund is 0.68%.

What are the returns of Mahindra Manulife Large Cap Fund since inception?

The fund has delivered a CAGR of 16.38% since its inception on February 22, 2019.

What is the minimum SIP amount to invest in Mahindra Manulife Large Cap Fund?

The minimum SIP amount is ₹500.

How do I invest in Mahindra Manulife Large Cap Fund?

You can easily invest in this fund through Allvest's platform with a simple KYC process. Alternatively, you can invest directly through the fund house website or other mutual fund platforms.

How to start a SIP in Mahindra Manulife Large Cap Fund?

Log into your Allvest account, search for the fund, select SIP option, choose your investment amount (minimum ₹500), and set up your preferred frequency and duration.

How do I automate an SIP in Mahindra Manulife Large Cap Fund?

Set up auto-debit instructions through Allvest's platform by providing your bank details and authorizing automatic monthly deductions for your chosen SIP amount.

How can I withdraw/redeem my investment in Mahindra Manulife Large Cap Fund?

There is no lock-in period for this fund. You can redeem your investments through your Allvest account anytime by placing a redemption request online.