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Fund Overview of Mahindra Manulife Large & Mid Cap Fund Regular-growth
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₹2,717.3 CrAUM
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₹26.88NAV
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2.24%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Mahindra Manulife Large & Mid Cap Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 7.21% | NA | 2.80% |
| 6 Months | 0.23% | NA | 12.07% |
| 1 Year | 0.21% | 0.21% | -3.06% |
| 2 Years | 0.17% | 0.09% | 20.08% |
| 3 Years | 45.09% | 13.21% | 19.56% |
| 5 Years | 84.42% | 13.02% | 23.46% |
Compare Mahindra Manulife Large & Mid Cap Fund Regular-growth with other mutual funds in the same category
Mahindra Manulife Large & Mid Cap Fund Regular-growth
Motilal Oswal Large And Midcap Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-idcw
Asset Allocation
equities
95.50%debt instruments
0.03%other assets or cash equivalents
4.47%Mahindra Manulife Large & Mid Cap Fund Regular-growth is one Equity mutual fund offered by Mahindra Manulife Mutual Fund. Launched on 30 Dec 2019, the fund aims Long term wealth creation and income. Investment predominantly in equity and equity related securities of Large and Mid cap companies. It manages assets worth ₹2,717.3 crore as on Sun May 31, 2026. The expense ratio stands at 2.24%. Fund Manager Manager EducationAbout Mahindra Manulife Large & Mid Cap Fund Regular-growth
The portfolio allocation consists of 95.50% in equities, 0.03% in debt instruments, 4.47% in other assets or cash equivalents.Managed by Manish Lodha, it has delivered a return of 0.21% in the last year, a total return since inception of 16.52%.
To make informed financial choices it helps to compare best sip plan that align with long-term goals.
Key Metrics of Mahindra Manulife Large & Mid Cap Fund Regular-growth
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Standard Deviation15.59%
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Sharpe Ratio0.55%
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Alpha1.52%
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Beta0.98%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Large And Midcap Fund Direct-growth  |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Mahindra Manulife Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Mahindra Manulife Large & Mid Cap Fund Direct-growth
|
₹2,717 | 2.67% | 7.60% | 0.95% | 1.67% | 14.94% |
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Mahindra Manulife Large & Mid Cap Fund Regular-idcw
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₹2,717 | 2.54% | 7.21% | 0.23% | 0.21% | 13.21% |
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Mahindra Manulife Large & Mid Cap Fund Direct-idcw
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₹2,717 | 2.67% | 7.60% | 0.95% | 1.67% | 14.94% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Regular-growth |
₹42,792 | ₹153.22 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-growth |
₹42,792 | ₹173.90 | 15.52% | 13.23% | 17.71% |
| Mirae Asset Large & Midcap Fund Regular-idcw |
₹42,792 | ₹47.13 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-idcw |
₹42,792 | ₹81.54 | 15.52% | 13.23% | 17.71% |
| SBI Large & Midcap Fund-growth |
₹39,424 | ₹636.90 | 14.28% | 14.35% | 14.89% |
| SBI Large & Midcap Fund Direct Plan-growth |
₹39,424 | ₹696.08 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund Direct Plan-idcw |
₹39,424 | ₹362.81 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund-idcw |
₹39,424 | ₹287.74 | 14.28% | 14.35% | 14.89% |
| ICICI Prudential Large & Mid Cap Fund-growth |
₹30,147 | ₹1,015.04 | 17.69% | 17.55% | 15.55% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | ₹1,142.87 | 18.72% | 18.56% | 16.62% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 4.05% | ₹110.10 Cr |
| Icici Bank Ltd | Financial | 3.76% | ₹102.15 Cr |
| Hdfc Bank Ltd | Financial | 3.09% | ₹83.97 Cr |
| Indusind Bank Ltd | Financial | 2.62% | ₹71.23 Cr |
| Axis Bank Ltd | Financial | 2.60% | ₹70.76 Cr |
| The Federal Bank Ltd | Financial | 2.54% | ₹69.06 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.50% | ₹68.04 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 2.33% | ₹63.39 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 2.30% | ₹62.51 Cr |
| Zomato Ltd | Technology | 2.15% | ₹58.51 Cr |
| Indus Towers Ltd | Technology | 2.11% | ₹57.20 Cr |
| Jindal Steel & Power Ltd | Materials | 2.08% | ₹56.62 Cr |
| Senores Pharmaceuticals Ltd. | Healthcare | 2.08% | ₹56.56 Cr |
| State Bank Of India | Financial | 2.02% | ₹54.97 Cr |
| Ultratech Cement Ltd | Materials | 1.98% | ₹53.74 Cr |
| Divi's Laboratories Ltd | Healthcare | 1.89% | ₹51.34 Cr |
| Larsen & Toubro Ltd | Industrials | 1.88% | ₹50.96 Cr |
| Jsw Energy Ltd | Energy & Utilities | 1.86% | ₹50.58 Cr |
| Laurus Labs Ltd | Healthcare | 1.75% | ₹47.67 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.74% | ₹47.28 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹39.49 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹27.91 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹35.87 | 23.32% | 19.78% | - |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹25.47 | 23.32% | 19.78% | - |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹125.59 | 24.01% | 18.96% | - |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹53.49 | 24.01% | 18.96% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹1,142.87 | 18.72% | 18.56% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹53.39 | 18.72% | 18.56% | - |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹163.00 | 22.08% | 18.54% | - |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹36.26 | 22.08% | 18.54% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Mahindra Manulife Large & Mid Cap Fund Regular-growth
What is the current AUM of Mahindra Manulife Large & Mid Cap Fund Regular-growth?
As of Sun May 31, 2026, Mahindra Manulife Large & Mid Cap Fund Regular-growth manages assets worth ₹2,717.3 crore
How has Mahindra Manulife Large & Mid Cap Fund Regular-growth performed recently?
- 3 Months: 7.21%
- 6 Months: 0.23%
What is the long-term performance of Mahindra Manulife Large & Mid Cap Fund Regular-growth?
- 3 Years CAGR: 13.21%
- 5 Years CAGR: 13.02%
- Since Inception: 16.52%
What is the portfolio composition of Mahindra Manulife Large & Mid Cap Fund Regular-growth?
Equity: 95.50%, Debt: 0.03%, Others: 4.47%.
Who manages Mahindra Manulife Large & Mid Cap Fund Regular-growth?
Mahindra Manulife Large & Mid Cap Fund Regular-growth is managed by Manish Lodha from Mahindra Manulife Mutual Fund.
What is the market-cap allocation of Mahindra Manulife Large & Mid Cap Fund Regular-growth?
Large Cap: 47.51%, Mid Cap: 42.45%, Small Cap: 10.04%.
Which are the top companies Mahindra Manulife Large & Mid Cap Fund Regular-growth has invested in?
- Repo – 4.05% of the fund's portfolio
- ICICI Bank Ltd – 3.76% of the fund's portfolio
- HDFC Bank Ltd – 3.09% of the fund's portfolio
- Indusind Bank Ltd – 2.62% of the fund's portfolio
- Axis Bank Ltd – 2.60% of the fund's portfolio
Which are the major sectors Mahindra Manulife Large & Mid Cap Fund Regular-growth focuses on?
- Financial – 16.63% of the fund's portfolio
- Healthcare – 8.05% of the fund's portfolio
- Energy & Utilities – 4.36% of the fund's portfolio
- Technology – 4.26% of the fund's portfolio
- Industrials – 4.18% of the fund's portfolio
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