Large & Mid Cap Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
775.08 Cr.
(As of 31 May, 2022)
Benchmark
IISL Nifty LargeMidcap 250 TR INR
Riskometer
Investors understand that their principal will be at Risk.
The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of both large cap and mid cap stocks. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund manager
Manish Lodha
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹500
Minimum investment
₹1000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Reliance Industries Ltd
5.91%
State Bank of India
5.48%
ICICI Bank Ltd
4.92%
ITC Ltd
4.32%
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
This fund is rated 0 stars by Morning Star Ratings.
Mahindra Mutual Fund has been constituted as a trust in accordance with the provisions of the Indian Trusts Act, 1882, as per the terms of the trust deed dated September 29, 2015 between the Mahindra and Mahindra Financial Services Limited as the Sponsor and Mahindra Trustee Company Private Limited, as the Trustee. The Trust Deed has been registered under the Indian Registration Act, 1908. Mahindra Mutual Fund has been registered with SEBI, under registration code MF/069/16/01.
Mahindra Asset Management Company Private Limited, a company incorporated under the Companies Act, 1956, is the Investment Manager for Mahindra Mutual Fund. It is a wholly owned subsidiary of Mahindra and Mahindra Financial Services Limited (MMFSL). Mahindra Mutual Fund endeavours to offer a variety of mutual fund schemes pan-India, with special focus in rural and semi-urban areas.
Vision statement of Mahindra Mutual Fund – To be a leading provider of financial services in the rural and semi-urban areas of India.
Mission statement of Mahindra Mutual Fund – To transform rural lives and drive positive change in the communities.