Mahindra Manulife Multi Cap Fund Direct growth

Equity • Multi Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Multi Cap

Direct growth

Launched On
11 May 2017
8.5 years ago
Lock-in Period
No lock-in
NAV
as of 29 Oct 2025
₹42.33
+0.2017% (0.10)
AUM
₹5,720 Cr
Expense ratio
0.41%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 3M

1%

If units sold after 3M

0%

Distribution

Asset split
Market capital
Equity96.10%
Cash3.90%
Debt0.00%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

25.92%
Industrials

Industrials

16.67%
Healthcare

Healthcare

16.40%
Consumer Cyclical

Consumer Cyclical

13.42%
Technology

Technology

9.22%

Fund House

Mahindra

Mahindra

Inc: 04 Jul 2016 • Total AUM: ₹30,373 Cr • Rank #24
Mahindra Manulife Mutual Fund, started in 2013, has Mahindra & Mahindra Financial Services as its sponsor. The fund house is headed by Anthony Heredia as the CEO. As of 31 March 2024

Fund Managers

Manish Lodha

Experience: 4.85 yrs • Total AUM: 1,35,880 Cr

Fatema Pacha

Experience: 5.03 yrs • Total AUM: 84,202 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.