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Mahindra Manulife Flexi Cap Fund - Regular Plan -IDCW

Mahindra Manulife · Flexi Cap
High
₹12.47
Current NAV
25 Jun 2026
31.7%
1Y Return
18.7%
3Y CAGR
21.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.47).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.97).
  • Very large asset base (AUM: ₹23,520 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.47
Sharpe Ratio
0.77
Beta
4.97
Alpha
1.72
Sortino
Fund Details
Fund House Mahindra Manulife
Category Flexi Cap
AUM ₹23520 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
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