Mahindra Manulife Large & Mid Cap Fund

Ticker: mf12821
Decent 48/100

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Business Overview

The Mahindra Manulife Large & Mid Cap Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance growth and stability, this fund aims to capitalize on India's economic potential. With a robust investment strategy and experienced management, it offers a reliable avenue for wealth creation.

  • Focuses on large and mid-cap stocks
  • Aims for long-term capital appreciation
  • Diversified investment approach
  • Managed by experienced professionals
  • Suitable for growth-oriented investors

Opportunity vs Risk

Opportunities
  • Strong potential for capital appreciation
  • Diversified investment across sectors
  • Experienced fund management team
  • Growing Indian economy
  • Increased retail participation in equity markets
Risks ⚠️
  • Market volatility impacting returns
  • Economic slowdown risks
  • Regulatory changes affecting funds
  • High expense ratios
  • Dependence on equity market performance
📊 Stock Investment Checklist (100 Points)
Mahindra Manulife Large & Mid Cap Fund • Updated: 2025-09-29 15:00:20
  • 10
    Business
    High
    The fund operates in a competitive market with moderate barriers to entry.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry average, but OCF shows some volatility.
  • 8
    Valuation
    High
    P/E and P/B ratios are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity ratios could be improved.
  • 9
    Governance
    High
    Promoter holding is strong, but there are concerns about pledging.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows decent potential with consistent growth, but faces challenges in valuation and execution risks.


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