Investment Objective and Approach

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. However, there can be no assurance that the investment objective of the Scheme will be achieved.

The fund follows a diversified investment approach by combining both large-cap and mid-cap stocks in its portfolio. This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains.

Key investment highlights:

- A portfolio of market leaders and emerging leaders

- The portfolio will aim to provide alpha through tactical allocations under changing market cycles

- Key Overweight sector/Industries includes Industrials, Telecommunication, Construction, Technology and Construction Materials

- Key Underweights sectors /Industries includes Finance, FMCG and Healthcare

- Portfolio is neutral on large cap, underweight on midcap and overweight on SmallCap

Fund Managers

The fund is managed by two experienced fund managers:

Mr. Manish Lodha

- Mr. Manish Lodha has over 22 years of experience in the Mutual Fund and Life Insurance industries.

- He has worked with Kotak Mahindra Mutual Fund and Canara HSBC OBC Life Insurance Co. Ltd. before joining Mahindra Manulife Mutual Funds. He is a Chartered Accountant and a Company Secretary.

- Mr. Manish Lodha is managing this scheme since December 21, 2020.

- Although he has 25 years of experience and is currently presiding over 11 funds at Mahindra Manulife, including the multi-cap fund, it's his recent standout performance with the mid-cap (four-star-rated by Value Research) and small-cap funds that's made him the centre of attention.

Mr. Abhinav Khandelwal

- Mr Abhinav Khandelwal, a qualified Chartered Accountant, has an experience of more than 14 years in the fund management and equity research field.

- He was earlier associated with Canara Robeco Asset Management and Aegon Life Insurance before joining Mahindra Manulife Mutual Funds.

- Mr. Abhinav Khandelwal is managing this scheme since February 1, 2022.

About the Fund House (AMC)

Mahindra Manulife Investment Management Private Limited is the Asset Management Company for Mahindra Manulife Mutual Fund. The AMC represents a strong partnership combining Mahindra Group's deep understanding of the Indian market with Manulife Financial Corporation's global investment expertise.

Key facts about the AMC:

- Mahindra Manulife mutual fund is one of the best mutual fund investment company in india.

- Mahindra Manulife Mutual Fund endeavours to offer a variety of mutual fund schemes pan India, with special focus in rural and semi urban areas.

- Mahindra Manulife Investment Management Pvt. Ltd. AUM ₹ 25,615.50 Cr

- The fund house offers comprehensive mutual fund solutions across various categories including equity, debt, and hybrid schemes

Should I Invest in Mahindra Manulife Large & Mid Cap Fund?

This fund may be suitable for investors who:

Investment Profile:

- This product is suitable for investors who are seeking*: • Long term wealth creation and income; • Investment predominantly in equity and equity related securities of large and mid cap companies.

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.

- But be prepared for ups and downs in your investment value along the way.

Investment Considerations:

- Like for all equity funds, you must invest only through the SIP route.

- Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.

Performance Track Record:

- Over the past five years, Mahindra Manulife Large & Mid Cap Fund - Regular Plan has delivered an annualised return of 24.98% as of 28-Jun-2025.

The fund provides flexibility to the fund managers to invest across large and mid-cap companies, potentially offering better risk-adjusted returns through tactical allocation strategies under changing market cycles.

FAQs

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

The latest declared NAV of Mahindra Manulife Large & Mid Cap Fund - Regular Plan, is ₹27.5171 as of 28-Jun-2025. NAV changes daily based on market movements.

What is the AUM of Mahindra Manulife Large & Mid Cap Fund?

The AUM of Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth is Rs 2629.05 Crs. This indicates strong investor confidence in the fund.

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

This fund has an expense ratio of 1.37%. This is the annual fee charged for managing your investments in the fund.

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

Mahindra Manulife Large & Mid Cap Fund Direct - Growth scheme return performance in last 1 year is 2.91%, in last 3 years is 90.77% and 204.12% since scheme launch. The fund was launched on December 30, 2019.

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

It allows minimum SIP of Rs 500 and lumpsum of Rs 1000 to start the investment. This makes it accessible for small investors.

How do I invest in Mahindra Manulife Large & Mid Cap Fund?

You can invest through Allvest's platform easily. Alternatively, mutual funds can also be purchased directly from the respective fund house's website. For example, Mahindra Manulife Large & Mid Cap Fund - Regular Plan can be bought from the Mahindra Manulife Mutual Fund website.

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

You can start a SIP through Allvest's platform with a minimum amount of ₹500 per month. Complete your KYC and set up automated monthly investments for disciplined wealth creation.

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

Through Allvest, you can set up auto-debit instructions from your bank account. This ensures your SIP investments continue automatically every month without manual intervention.

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

Redeeming your investments in Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth is super easy. • If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request. You can also redeem through Allvest's platform conveniently.