Mahindra Manulife Large & Mid Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation16.5%
Sharpe Ratio-0.16
Beta1.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Indus Towers Ltd Ordinary SharesServices4.23%
Divi's Laboratories LtdServices3.08%
Glenmark Pharmaceuticals LtdServices2.85%
Laurus Labs LtdServices2.46%
UltraTech Cement LtdCapital Goods2.40%
Reliance Industries LtdEnergy & Infra2.39%
PI Industries LtdCapital Goods2.30%
IndusInd Bank LtdFinancial Services2.24%
ICICI Bank LtdFinancial Services2.16%
DLF LtdEnergy & Infra2.01%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.93%
Regulatory & Tax Information
INF174V01937
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)