InvestVerdict
Mahindra Manulife Large & Mid Cap Fund
Direct Plan · IDCW · Mid Cap · Scheme code 147841
Fund houseMahindra Manulife Mutual Fund
CategoryMid Cap
Plan & optionDirect · IDCW
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 3.79 | 8.76 | 0.29 | 4.16 | 8.44 | — | — | — | 8.60 |
| Nifty Midcap 150 benchmark |
1.72 | 4.38 | 7.84 | 13.13 | 17.93 | — | — | — | 18.43 |
| Mid Cap category median |
— | — | — | 10.21 | 19.84 | 17.23 | — | 17.08 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 16.9% | 0.11 | 0.15 | 0.87 | -7.94% | -24.3% | 84.04 |
| Nifty Midcap 150 benchmark |
16.8% | 0.68 | 0.93 | — | — | -21.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 36 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 103 | -12.3% | -0.8% | 38.1% | 55% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.