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Mahindra Manulife Multi Cap Fund - Direct Plan -Growth

Mahindra Manulife · Scheme 141226

45.75 0.32%NAV · 2026-08-05
68
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
19.1%
Risk level
High
Min SIP
Benchmark
Nifty 500 Multicap 50:25:25 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.07%
3 Months+7.18%
6 Months+9.60%
1 Year+12.30%
3 Years (CAGR)+19.06%
5 Years (CAGR)+17.10%
10 Years (CAGR)
Since Launch+17.93%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns76
Consistency88
Risk-adjusted38
Downside protection48
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +19.1%
  • 5Y CAGR: +17.1%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 74% of windows
  • Direct plan: no distributor commission

What to watch

  • Sharpe ratio: 0.69
  • Sortino ratio: 0.79

Risk metrics

Sharpe ratio
0.69
Sortino ratio
0.79
Volatility
17.12%
Max drawdown
-34.44%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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