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Mahindra Manulife Large Cap Fund - Direct Plan -Growth

Mahindra Manulife · Large Cap
High
₹23.62
Current NAV
23 Oct 2026
-11.1%
1Y Return
8.2%
3Y CAGR
6.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.35%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
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
1.95
Sharpe Ratio
1.25
Beta
-2.55
Alpha
2.63
Sortino
Fund Details
Fund House Mahindra Manulife
Category Large Cap
AUM ₹500 Cr
Expense Ratio 0.35%
Min SIP ₹500
Min Lumpsum ₹1000
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