Mutual Fund

Here are the details for the Mahindra Manulife Multi Cap Fund:

• Description: The scheme aims to provide medium to long-term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio predominantly consists of equity and equity-related securities, including derivatives.

• Asset Class: Equity

• Asset Sub-Class: Multi Cap

• XIRR (Extended Internal Rate of Return): Specific XIRR data is not available in the provided sources.

• Return Rate:

  • 1-Year: 8.27%
  • 3-Year: 15.74%
  • 5-Year: 28.32%
  • Since Inception: 15.63%

• CAGR (Compound Annual Growth Rate):

  • 3-Year: 15.74%
  • 5-Year: 28.32%

• Expense Ratio: 1.83%

• Minimum Investment Amount:

  • Lump Sum: ₹1,000
  • SIP (Systematic Investment Plan): ₹500

• Lock-in Period: None

• Exit Load:

  • 1% if units are redeemed or switched out within 3 months from the date of allotment.
  • No exit load if units are redeemed or switched out after 3 months from the date of allotment.

Please note that mutual fund investments are subject to market risks, and past performance is not indicative of future results. It's advisable to consult with a financial advisor before making investment decisions.