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Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Mahindra Manulife · Mid Cap
High
₹25.79
Current NAV
23 Oct 2026
-5.9%
1Y Return
9.2%
3Y CAGR
8.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.67).
  • Very large asset base (AUM: ₹13,720 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.17%) 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
1.67
Sharpe Ratio
0.97
Beta
1.17
Alpha
2.29
Sortino
Fund Details
Fund House Mahindra Manulife
Category Mid Cap
AUM ₹13720 Cr
Expense Ratio 2.17%
Min SIP ₹500
Min Lumpsum ₹1000
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