Category: Equity: Large Cap |
Launch Date: 08-03-2019 |
Asset Class: Equity |
Benchmark: NIFTY 50 TRI |
Expense Ratio: 2.54% As on (28-02-2021) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 107.43 Cr As on (31-03-2021) |
Turn over: 115.00 |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth | 56.19 | - | - | - | 12.83 |
NIFTY 50 TRI | 64.99 | 13.0 | 14.63 | 10.98 | 13.72 |
Equity: Large Cap | 54.91 | 9.95 | 12.39 | 10.97 | 13.5 |
V Balasubramanian,Fatema Pacha
The Scheme seeks 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.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth | - | - | ||||
Equity: Large Cap | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth | 08-03-2019 | 56.19 | 12.02 | 0.0 | 0.0 | 0.0 |
SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 63.76 | 14.0 | 9.93 | 12.42 | 13.24 |
Kotak Bluechip Fund - Growth | 29-12-1998 | 63.53 | 14.88 | 11.84 | 13.05 | 11.53 |
Franklin India Bluechip Fund-Growth | 01-12-1993 | 61.85 | 11.34 | 9.83 | 11.01 | 10.34 |
Tata Large Cap Fund Regular Plan - Growth | 07-05-1998 | 60.69 | 11.37 | 9.33 | 11.37 | 10.73 |
UTI - Master Share-Growth Option | 18-10-1986 | 60.02 | 14.03 | 11.37 | 13.26 | 11.23 |
Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 59.97 | 10.98 | 8.99 | 12.05 | 11.93 |
Mirae Asset Large Cap Fund - Growth Plan | 15-04-2008 | 59.39 | 12.23 | 11.69 | 15.4 | 14.5 |
ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 58.39 | 11.76 | 9.91 | 13.61 | 12.07 |
HDFC Top 100 Fund - Growth Option - Regular Plan | 01-10-1996 | 57.66 | 6.37 | 8.5 | 12.49 | 10.11 |