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Mahindra Manulife Large Cap Pragati Yojana

Mahindra Manulife Large Cap Pragati Yojana

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

23.69

as on 29 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,943 today.

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NAV Performance

Mahindra Manulife Large Cap Pragati Yojana performance graph for last 3 years
Performance of Mahindra Manulife Large Cap Pragati Yojana for last 3 Years

Fund Information

  • ₹ 14.904

    as on 29 Mar 2023
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 134 Cr.

    as on 31 Dec 2021
  • 2.61%

  • 18 Mar 2019

  • Equity - Large Cap Fund

  • Nifty 100 TRI

  • Mahindra Mutual Fund

    Show All Funds
  • Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Mahindra Manulife Large Cap Pragati Yojana is an Open-ended Equity Fund. The fund belongs to Large Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 18 Mar 2019. This fund is offered by one of the top AMC (Assets Management Company) Mahindra Mutual Fund. You can also view here all other Equity funds offered by Mahindra Mutual Fund.

Latest NAV of the fund is ₹ 14.904 as on 29 Mar 2023.

This fund has 4 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.61%. Ideally you shoulds compare this fund with the benchmark Nifty 100 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

The investment objective of the Scheme is to provide long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in large cap companies.

List of Fund Managers of Mahindra Manulife Large Cap Pragati Yojana

  • About Fatema Pacha

    Picture of Fatema  Pacha
  • About V.Balasubramanian

    Picture of V.Balasubramanian

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.86% 4.10% 15.70% 6.98% 24.80% 30.19% 12.70% 15.70% 3.80% 8.01% 18.09% 13.93% 13.04%
Category Average -1.17% -5.36% 0.01% -0.39% 9.66% 22.28% 9.91% 12.47% -2.50% 0.92% 10.46% 10.53% 10.91%
Mahindra Manulife Large Cap Pragati Yojana -1.43%₹ 9,857 -6.78%₹ 9,321 -1.31%₹ 9,869 -3.05%₹ 9,695 -5.47%₹ 11,644 7.73%₹ 11,612 -0.80%₹ 23,801 23.69%₹ 18,943 9.93%₹ 41,782 - - - -
UTI Mastershare Unit Scheme -2.28%₹ 9,771 -6.64%₹ 9,335 -2.42%₹ 9,757 -4.79%₹ 9,521 -6.55%₹ 11,573 7.03%₹ 11,460 -1.72%₹ 23,574 23.67%₹ 18,937 9.23%₹ 41,357 10.36%₹ 16,376 10.40%₹ 77,924 12.69%₹ 33,047 11.02%₹ 2,12,604
Canara Robeco Blue Chip Equity Fund -1.26%₹ 9,874 -5.01%₹ 9,499 0.86%₹ 10,085 -0.74%₹ 9,925 -1.90%₹ 11,877 7.43%₹ 11,548 0.51%₹ 24,128 22.95%₹ 18,605 9.83%₹ 41,722 12.70%₹ 18,191 11.97%₹ 81,020 13.39%₹ 35,184 12.41%₹ 2,29,022
Kotak Bluechip Fund -1.69%₹ 9,831 -4.79%₹ 9,521 1.24%₹ 10,123 0.41%₹ 10,041 -1.37%₹ 11,911 8.64%₹ 11,810 1.50%₹ 24,375 25.66%₹ 19,867 11.52%₹ 42,763 11.23%₹ 17,036 11.95%₹ 80,982 13.10%₹ 34,272 11.82%₹ 2,21,840
Mirae Asset Large Cap Fund -1.84%₹ 9,815 -6.29%₹ 9,370 -0.52%₹ 9,948 -1.65%₹ 9,834 -4.25%₹ 11,724 8.00%₹ 11,670 0.03%₹ 24,008 24.49%₹ 19,317 10.14%₹ 41,907 10.95%₹ 16,824 10.67%₹ 78,441 15.70%₹ 43,031 12.87%₹ 2,34,627
ICICI Prudential Bluechip Fund -1.13%₹ 9,887 -5.04%₹ 9,496 3.24%₹ 10,324 2.12%₹ 10,211 0.84%₹ 12,054 11.82%₹ 12,515 4.71%₹ 25,182 27.94%₹ 20,967 14.38%₹ 44,564 11.46%₹ 17,212 13.02%₹ 83,139 14.17%₹ 37,682 12.60%₹ 2,31,289

Portfolio Holdings

Portfolio holdings pattern of Mahindra Manulife Large Cap Pragati Yojana as on 31 Mar 2023 are listed below:

  • Equity Holdings:

    98.27%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.73%

Top Sector Holdings of Mahindra Manulife Large Cap Pragati Yojana

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.66% ₹ 35.46 Cr.
Computers - Software 15.73% ₹ 21.73 Cr.
Cement 6.52% ₹ 11.26 Cr.
Refineries/Marketing 7.54% ₹ 10.42 Cr.
Housing Finance 6.18% ₹ 8.54 Cr.
Others 38.37% -

Top Stock Holdings of Mahindra Manulife Large Cap Pragati Yojana

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 9.10% ₹ 12.58 Cr.
Infosys Ltd. 8.20% ₹ 11.33 Cr.
HDFC Bank Ltd. 8.14% ₹ 11.24 Cr.
Reliance Industries Ltd. 7.54% ₹ 10.42 Cr.
Housing Development Finance Corporation Ltd. 6.18% ₹ 8.54 Cr.
Others 60.84% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.02%
Net Receivables -0.29%