Mahindra Manulife Large & Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Mahindra Manulife Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹2,827 Cr

Lock In Period

N/A

Expense Ratio

2.23

Exit Load

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.

Benchmark

Nifty Large Midcap 250 Total Return

Mahindra Manulife Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.960.605.72
6M5.142.8929.78
1Y6.165.5240.44
3Y13.3714.69134.87

Portfolio Analysis

  • Equity: 97.05%
  • Debt: 2.95%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited4.64%
2. The Federal Bank Limited3.03%
3. IndusInd Bank Limited2.79%
4. HDFC Bank Limited2.79%
5. Axis Bank Limited2.74%
6. IDFC First Bank Limited1.53%

1. Glenmark Pharmaceuticals Limited2.20%
2. Laurus Labs Limited2.15%
3. Senores Pharmaceuticals Limited1.98%
4. Neuland Laboratories Limited1.66%
5. Divi's Laboratories Limited1.62%
6. Torrent Pharmaceuticals Limited1.32%
7. Sai Life Sciences Limited0.58%

1. Tech Mahindra Limited1.22%
2. Persistent Systems Ltd1.17%
3. MphasiS Limited1.07%
4. Infosys Limited1.00%

1. Shriram Finance Limited1.56%
2. IIFL Finance Limited1.01%
3. L&T Finance Limited0.82%

1. Aditya Birla Capital Limited1.63%
2. 360 One WAM Limited0.96%
3. Max Financial Services Limited0.68%

1. Eternal Limited2.50%
2. Swiggy Limited0.51%

1. Mahindra & Mahindra Limited1.76%
2. Maruti Suzuki India Limited0.86%

1. Reliance Industries Limited2.38%

1. State Bank of India1.64%
2. Indian Bank0.74%

1. Apollo Hospitals Enterprise Limited1.24%
2. Global Health Limited1.09%

1. The Phoenix Mills Limited1.42%
2. Prestige Estates Projects Limited0.73%

1. Delhivery Limited1.22%
2. Black Buck Ltd0.84%

1. Larsen & Toubro Limited2.02%

1. JK Cement Limited1.11%
2. UltraTech Cement Limited0.81%

1. Bharat Electronics Limited1.27%
2. Hindustan Aeronautics Limited0.58%

1. Jindal Steel Limited1.83%

1. Bharti Hexacom Limited1.80%

1. Bajaj Auto Limited1.80%

1. Polycab India Limited1.77%

1. Bharat Heavy Electricals Limited1.74%

1. Oil & Natural Gas Corporation Limited1.70%

1. JSW Energy Limited1.52%

1. Bosch Limited1.45%

1. Multi Commodity Exchange of India Limited1.41%

1. Aditya Birla Sun Life AMC Limited0.77%
2. HDFC Asset Management Company Limited0.63%

1. Titan Company Limited1.33%

1. Solar Industries India Limited1.31%

1. GE Vernova T&D India Limited1.25%

1. Radico Khaitan Limited1.21%

1. UNO Minda Limited1.18%

1. InterGlobe Aviation Limited1.17%

1. PB Fintech Limited1.11%

1. Marico Limited1.03%

1. Adani Enterprises Limited1.03%
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About Fund Mahindra Manulife Large & Mid Cap Fund Growth

Mahindra Manulife Large & Mid Cap Fund Growth managed by Mahindra Manulife Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹2,827 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.23. Under the expert guidance of Ms. Kirti Dalvi  ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ms. Kirti Dalvi 

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Navi Large & Midcap Fund - Growth1312 CR2.53
Aditya Birla Sun Life Large and Mid Cap Fund Growth25,827 CR1.98
Mahindra Manulife Large & Mid Cap Fund Growth22,826 CR2.23
Invesco India Large & Mid Cap Fund Growth311,746 CR1.91
Fund Name1Y3Y
This FundNavi Large & Midcap Fund - Growth5.524734.4363
This FundAditya Birla Sun Life Large and Mid Cap Fund Growth7.383244.5536
This FundMahindra Manulife Large & Mid Cap Fund Growth6.157245.7012
This FundInvesco India Large & Mid Cap Fund Growth7.022388.2423

Mahindra Manulife Large & Mid Cap Fund Growth FAQs

Mahindra Manulife Large & Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Mahindra Manulife Large & Mid Cap Fund Growth is 2.23. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Mahindra Manulife Large & Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 2.96%
  • 6 Months : 5.14%
  • 1 Year : 6.16%
  • 3 Years : 13.37%
Returns of Mahindra Manulife Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 28.4081 as on Aug 20,2026. Since inception, the return has been 45.70%.

You can invest in Mahindra Manulife Large & Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Mahindra Manulife Large & Mid Cap Fund Growth is ₹2,827 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Mahindra Manulife Large & Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.