ad
Mahindra Manulife Multi Cap Fund(G)-Direct Plan

Mahindra Manulife Multi Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+18.06%

5Y annualised

Expert Rating Locked 🔒

Subscribe to unlock the ratings

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit.
  • Mattis eget etiam curabitur a cras malesuada pulvinar.

Buy, Hold or Sell?

Unlock our SEBI-RIA verdict on this fund.

Locked

NAV : 24 Aug 2026

₹47.09

Min. SIP amount

₹500

Fund size (AUM)

7184 Cr

Expense ratio

0.4%

Launched on

11 May 2017

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,89,556

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank10.39%
Multi Commodity Exchange Of India LimitedFinance4.19%
Trent LimitedRetailing3.46%

Fund Composition

7184 Cr

Large Cap

36.74%

Mid Cap

28.60%

Small Cap

23.91%

Others

10.76%

Sector Allocation

7184 Cr

Bank

21.30%

Finance

14.97%

Healthcare

8.68%

Automobile & Ancillaries

6.88%

Retailing

5.50%

It

4.99%

Construction Materials

4.60%

Infrastructure

2.95%

Others

27.91%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

VJ

Vishal Jajoo

Present

ND

Neelesh Dhamnaskar

Present

Similar/Peer Fund Comparison

Fund name
G

Groww Multicap Fund(G)-Direct Plan

+0.00%
T

TRUSTMF Multi Cap Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Multi Cap Fund(G)-Direct Plan

+18.89%
A

Aditya Birla SL Multi - Asset Passive FoF(G)-Direct Plan

+17.75%
B

Bank of India Multi Cap Fund(G)-Direct Plan

+19.56%
I

ITI Multi Cap Fund(G)-Direct Plan

+19.04%
B

Bajaj Finserv Multi Cap Fund(G)-Direct Plan

+0.00%
U

Union Multicap Fund(G)-Direct Plan

+17.20%

FAQs

Mahindra Manulife Multi Cap Fund(G)-Direct Plan is a part of Mahindra Manulife Investment Management Private Limited, it was incepted on 11 May 2017. This fund is managed by Vishal Jajoo and Neelesh Dhamnaskar. It is a Equity type of fund.

The current NAV of Mahindra Manulife Multi Cap Fund(G)-Direct Plan is ₹47.09 (as of 24 Aug 2026).

Mahindra Manulife Multi Cap Fund(G)-Direct Plan has delivered 14.84% in 1 year, 18.89% in 3 years, and 18.06% in 5 years (annualised).

The minimum SIP amount for Mahindra Manulife Multi Cap Fund(G)-Direct Plan is ₹500.

The expense ratio of Mahindra Manulife Multi Cap Fund(G)-Direct Plan is 0.4%.

PRO Mutual Fund Advisory is Univest's personalised mutual fund advisory service. We analyse your portfolio, risk protile and goals to recommend the right mix of funds for you.

Anyone looking for personalised fund guidance—whether you're starting your MF journey or existing investors who want guidance on improving or restructuring their existing MF portfolio

Our recommendations are built on your profile, risk level, goals, existing portfolio, and Univest's proprietary fund ratings, not generic lists or trending funds.

A. Basic (PRO MF) - Get a personalised basket built for your goals and risk level, along with a complete portfolio health check, quarterly rebalancing guidance, and smart insights to optimise your returns.
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.

You can choose to execute them from any platform you already use. However, executing on Univest gives you a smoother experience with one-click investing and effortless rebalancing

GET THE APP

Join 1Cr users today.

SEBI Registered Analyst-backed Picks. Free Demat. One App

  • Free Demat account in under 5 minutes
  • Live market data — Nifty, Sensex, sector insights
  • SEBI Registered analyst-backed stock picks
Get it on Google PlayDownload on the App Store

Copyright 2026 Univest. All rights reserved.
Designed with ❤️ in India

arrow down