Mahindra Manulife Flexi Cap Yojana Regular Growth  


Overall analysis 

It is giving negative returns since inception according to historical data. It needs time to prove if it can be better or not. 

Performance analysis

It is comparatively a new fund and it is an underperforming fund. The blue line is below the median and much closer to the minimum line. Though it needs time for the fund to perform and judge.

The snail trail chart shows it has underperformed the benchmark with a relatively higher risk.

The ownership zone is much like other flexi cap funds and the centroid is placed in the “large growth” sector which explains they pick stocks mainly large growth-oriented stocks but they also have large balanced oriented stocks.

Style – It is highly growth-oriented as the exposure is more than value exposure.

Yield – It is generating a lower yield as we know a lower exposure to the yield factor indicates a lower yield for investors.

Momentum – It has higher exposure to momentum which means it has performed well recently. It is also seen it has performed better than the category of funds in this factor.

Quality – It is just above the category average, thus meaning like an average-quality firm.

Volatility – It is a non-volatile fund as the exposure was lower and thus fluctuation and change of price will be much less.

Liquidity – It means if the exposure is low then it will have a lower share turnover.

Size – This depicts the market capitalization of the fund. It’s exposure to large-size levels. But it is much higher in size as compared to the category average.



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