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Mahindra Manulife Large Cap Fund - Direct Plan -Growth

Mahindra Manulife · Scheme 146549

25.54 0.44%NAV · 2026-09-18
53
Average FundScore
Start SIP
AUM
₹711 cr
Expense ratio
1.12%
3Y CAGR
11.2%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 100 TRI
Fund manager: V BalasubramanianExit load: Exit load of 1% if redeemed within 3 months.
Average · 53/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 3.6%
  • Direct plan: no distributor commission

📉 What could drag it down

  • Down 0.7% over the last year — currently out of favour.
  • Weak risk-adjusted returns (Sharpe 0.47) — took on risk without enough payoff.
  • 3Y CAGR vs category: -0.9% vs category avg
  • 1Y return: -0.7%

FundScore breakdown

53/100 · Average
How it works →
35
Returns
Weak
87
Consistency
Excellent
28
Risk-adjusted
Weak
46
Downside protection
Average
70
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

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