Mahindra Manulife Large 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 Deviation13.8%
Sharpe Ratio-0.04
Beta0.93
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
HDFC Bank LtdFinancial Services8.89%
ICICI Bank LtdFinancial Services8.27%
Reliance Industries LtdEnergy & Infra7.49%
Infosys LtdTechnology5.57%
Larsen & Toubro LtdCapital Goods4.21%
Bharti Airtel LtdServices4.19%
Axis Bank LtdFinancial Services3.93%
Tata Consultancy Services LtdTechnology3.79%
Bajaj Finserv LtdFinancial Services3.58%
State Bank of IndiaFinancial Services3.10%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.31%
Regulatory & Tax Information
INF174V01713
ISINDailyDealing Frequency
BSE 100 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)