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Mahindra Manulife Value Fund - Direct Plan - Growth

Mahindra Manulife · Scheme 153303

13.02 0.46%NAV · 2026-08-05
81
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.45%
3 Months+5.07%
6 Months+6.49%
1 Year+16.06%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+19.79%

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 →

Returns92
Consistency50
Risk-adjusted64
Downside protection79
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 1Y return: +16.1%
  • 1Y return vs category: +11.3% vs category avg
  • Alpha vs benchmark: +10.7%
  • Volatility: 15% annualised
  • Max drawdown: -11%

Risk metrics

Sharpe ratio
0.88
Sortino ratio
1.20
Volatility
14.90%
Max drawdown
-11.49%
Downside capture
89.60%

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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