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Mahindra Manulife Large & Mid Cap Fund Regular-IDCW
Equity, Large & MidCap, Principal at very high risk
1 Year Return 15.47%
Fund Details
NAV 20.8692
Sub-Type Large & MidCap
Rating 3
Min. SIP Amount 500.0
Fund Age(Year) 6.14
Fund Size 2738.7
Fund Performance
1 Month 0.09%
3 Month -0.53%
6 Month 3.14%
1 Year 15.47%
3 Year 17.56%
5 Year 15.71%
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.93%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Abhinav Khandelwal
Education Mr. Khandelwal is Chartered Accountant, B.com
Experience Prior to joining Aditya Birla Sun Life AMC Ltd he has worked with Mahindra Mutual Fund, Canara Robeco Mutual Fund, Aegon life Insurance Company as Fund Manager, Asian Market Securities as Equity Analyst and Systematix Shares & Stocks as Equity Analyst.
Neelesh Dhamnaskar
Education Mr. Dhamnaskar is a B.Com (H)and MMS (Finance).
Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with Invesco MF, ENAM Securities Direct Pvt. Ltd. and KR Choksey Shares and Securities Pvt. Ltd. He has also worked with Anand Rathi Ltd., as Commodity Research Analyst.
Kirti Dalvi
Education MMS (Finance), CFA level 2
Experience Prior to Joining the Mahindra Manulife AMC he has worked with ENAM AMC, Angel Broking Ltd.
Manish Lodha
Education Mr. Lodha is a Chartered Accountant and Company Secretary
Experience Prior to joining Mahindra Manulife Mutual Fund, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 30
Date of Incorporation 2019-12-30
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 19 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.53%) Market Cap Mid Cap 31.93 Small Cap 12.35 Large Cap 53.25 Top Sectors Financial 28.61 Healthcare 14.31 Technology 11.34 Capital Goods 7.22 Materials 6.19 Automobile 6.11 Communication 5.44 Services 3.95 Energy 3.75 Metals & Mining 3.62 Chemicals 2.52 Construction 2.32 Insurance 1.3 Consumer Discretionary 0.83 Unclassified 0.02 Top Holding Cholamandalam Financial 0.72 Glenmark Pharmaceuticals 3.3 The Federal Bank 2.36 HDFC AMC 1.14 Bajaj Auto 1.58 Ipca Laboratories 0.96 DLF 1.02 Maruti Suzuki India 1.17 HDFC Bank 3.05 ICICI Bank 3.51 Swiggy 0.58 LTIMindtree 1.52 Bharat Heavy Electricals 1.44 Wipro 0.89 Torrent Power 1.13 Blue Star 0.83 Tube Investments Of India 0.68 Bosch 1.55 SRF 1.01 Reliance Industries 2.62 Technocraft Industries (India) 0.35 Kajaria Ceramics 1.06 Solar Industries India 0.79 Persistent Systems 2.04 Indusind Bank 2.55 Dalmia Bharat 1.05 Apollo Hospitals Enterprise 0.99 Bajaj Finserv 2.39 Neuland Laboratories 1.19 PTC Industries 0.94 Hindustan Aero 0.59 Aditya Birla AMC 0.6 Sri Lotus Developers and Realty 0.44 Interglobe Aviation 0.91 Indian Bank 1.5 Coal India 0.78 Ultratech Cement 3.3 Tech Mahindra 2.48 Divi's Laboratories 2.76 Laurus Labs 1.41 JSW Steel 2.33 Vishal Mega Mart 0.77 CRISIL 1.09 Aarti Industries 0.72 IIFL Finance 1.11 Kaynes Technology India 0.53 JSW Energy 1.43 Bharat Electronics 1.27 Axis Bank 2.2 Mahindra & Mahindra 1.13 Shriram Finance 1.24 Larsen & Toubro 0.86 IDFC First Bank 2.17 Angel One 1.05 Bharti Hexacom 0.93 State Bank of India 3.02 Infosys 2.72 Mphasis 1.69 ICICI Lombard Gen. Insurance 1.3 ICICI Prudential Asset Management Company 0.02 Senores Pharmaceuticals 1.55 Aurobindo Pharma 1.32 ITC Hotels 0.6 Indus Towers 4.51 Mankind Pharma 0.83 Amara Raja Energy & Mobility 1 Polycab India 0.96
Debt & Others (2.47%) Sector Allocation Net Receivables 2.47 Debt Credit Ratings Debt Category Others 2.47
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