Mahindra Manulife Flexi Cap Fund Regular Growth

Mahindra Manulife Flexi Cap Fund Regular Growth is an equity fund. This fund was started on 23 August, 2021. The fund is managed by Manish Lodha, Fatema Pacha. The fund could potentially beat inflation in the long-run.

1. Mahindra Manulife Flexi Cap Fund Regular Growth has ₹1502 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 2.1.
   

Mahindra Manulife Flexi Cap Fund Regular Growth has given a CAGR return of 14.03% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 5.39% and 21.95% respectively.

Mahindra Manulife Flexi Cap Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Tech, Basic Materials, Consumer Defensive, Energy, Communication, Health, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Infosys Ltd, Axis Bank Ltd

As it is a flexi cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the Scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across market capitalization. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Mahindra Manulife Flexi Cap Fund Regular Growth has no lock in period.