Aeterna Wealth
Large & Mid Cap · Direct plan · Growth

Mahindra Manulife Large & Mid Cap Fund (Direct)

Mahindra Manulife Mutual Fund · benchmark Nifty Largemidcap 250 TRI · 6.8 years old · AMFI code 147840

B
Track-record rating: 17 of 26 in Large & Mid Cap

B (middle of the peer group), score 37.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months7.5%1.9%+5.5%1 / 33
1 year3.4%-0.3%+3.7%11 / 33
3 years (a year)13.4%13.2%+0.2%24 / 26
5 years (a year)11.8%11.4%+0.4%19 / 26

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y15.7%
Max fall, 5Y-20.0%
Up capture, 3Y99
Down capture, 3Y97
Information ratio, 3Y0.07
Jensen's alpha, 3Y+0.2%
Beta, 3Y1.00
Sharpe, 3Y0.40

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Mahindra Manulife Large & Mid Cap Fund (Direct plan)?

₹31.54 on 5 Nov 2026 (Growth option).

What is the expense ratio of Mahindra Manulife Large & Mid Cap Fund (Direct)?

0.83% a year; the Regular plan's is 2.18%.

What return has Mahindra Manulife Large & Mid Cap Fund given over 3 years?

13.4% a year (Direct plan) over the 3 years to 5 Nov 2026, against 13.2% for the Nifty Largemidcap 250 total-return index.

How is Mahindra Manulife Large & Mid Cap Fund rated?

B: 17 of 26 Direct plans in Large & Mid Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Mahindra Manulife Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.