EquityLarge & Mid Cap FundDirect · Growth
Mahindra Manulife Large & Mid Cap Fund - Direct Plan -Growth
Mahindra Manulife · Scheme 147840
₹31.35▼ 0.46%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
14.7%
Risk level
High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.99% |
| 3 Months | +6.84% |
| 6 Months | +3.84% |
| 1 Year | +6.31% |
| 3 Years (CAGR) | +14.69% |
| 5 Years (CAGR) | +14.43% |
| 10 Years (CAGR) | — |
| Since Launch | +18.91% |
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 →
Returns50
Consistency97
Risk-adjusted53
Downside protection47
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +14.7%
- ✓ 5Y CAGR: +14.4%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 79% of windows
- ✓ Alpha vs benchmark: +5.9%
What to watch
- • 3Y CAGR vs category: -1.5% vs category avg
- • 1Y return: +6.3%
- • Sortino ratio: 0.80
Risk metrics
Sharpe ratio
0.72
Sortino ratio
0.80
Volatility
17.87%
Max drawdown
-32.90%
Downside capture
96.40%
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.