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Mahindra Manulife Large Cap Fund - Direct Plan -Growth

Mahindra Manulife · Scheme 146549

25.89 0.67%NAV · 2026-08-05
55
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
11.3%
Risk level
High
Min SIP
Benchmark
Nifty 100 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.31%
3 Months+4.30%
6 Months-3.46%
1 Year+0.92%
3 Years (CAGR)+11.32%
5 Years (CAGR)+10.88%
10 Years (CAGR)
Since Launch+13.73%

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 →

Returns34
Consistency87
Risk-adjusted29
Downside protection46
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 3.6%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -1.5% vs category avg
  • 1Y return: +0.9%
  • Sharpe ratio: 0.49
  • Sortino ratio: 0.59

Risk metrics

Sharpe ratio
0.49
Sortino ratio
0.59
Volatility
16.56%
Max drawdown
-35.27%
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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