
Mahindra Manulife Large & Mid Cap Fund(G)-Direct Plan
+12.44%
5Y annualised
+12.44%
5Y annualised
-2.68% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹30.64
Min. SIP amount
₹500
Fund size (AUM)
2929 Cr
Expense ratio
0.46%
Launched on
30 Dec 2019
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 15 Sep 2026
₹30.64
Min. SIP amount
₹500
Fund size (AUM)
2929 Cr
Expense ratio
0.46%
Launched on
30 Dec 2019
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
42.34%
Mid Cap
43.20%
Small Cap
11.28%
Others
3.18%
Sector Allocation
Bank
19.38%
Healthcare
12.08%
Finance
10.76%
Automobile & Ancillaries
7.03%
It
6.47%
Capital Goods
4.81%
Domestic Equities
4.47%
Crude Oil
3.52%
Others
31.48%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 3M, Nil after 3M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Neelesh Dhamnaskar
Present
Kirti Dalvi
Present
Similar/Peer Fund Comparison
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FAQs
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