Mahindra Manulife Multi Cap Fund
Multi Cap Fund
Launch Date: 20 Apr 2017
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Mahindra Manulife Multi Cap Fund
Multi Cap Fund
Fund Health
Returns 📈
Typically 17-27% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Low
Quality 🏆
Extra Returns for the Risk -
Average
Consistency of Performance -
Average
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Mahindra Manulife Multi Cap Fund | 23% | 20% | 9% | Average |
Quant Multi Cap Fund | 23% | 11% | 5% | Average |
Nippon India Multi Cap Fund | 17% | 19% | 17% | Average |
Nifty500 Multicap Benchmark | 16% | 18% | 14% | — |
Multi Cap Fund Category Average | 18% | 18% | 12% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Average
Delivers moderate returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Details
AUM
₹913 Cr
Expense Ratio
0.41%
Exit Load
An Exit Load of 1% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment; Nil if Units are redeemed / switched-out after 3 months from the date of allotment
Minimum Amount
N/A
Fund Manager
FM-1 Mr. Manish Lodha FM-2 Ms. Fatema Pacha
Fund House
Mahindra Manulife Investment Management Pvt Ltd
Launch Date
20 Apr 2017
Age
9 years
Category
Multi Cap Fund
Benchmark
NIFTY500 MULTICAP TRI
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