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MF_140444

Mahindra Manulife Equity Savings Fund - Direct Plan -Growth

Hybrid Schemes - Equity Savings Fund

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End Amount
₹25,230.29
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.98%
MF_140444 Return
Benchmark CAGR
11.81%
Nifty 50
Inflation Adj. CAGR
4.92%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.45
Volatility vs Benchmark
Sharpe Ratio
0.52
Risk-Adjusted Return
Sortino Ratio
0.73
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 47% 15% 40%
60 days 43% 13% 24%
90 days 41% 12% 18%
180 days 38% 9% 12%
1Yr 34% 6% 8%
3Yr 13% 2% 3%
5Yr 5% 1% 3%
7Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Equity Savings Fund - Direct Plan -Growth Nifty 50
30 days -1.4% | -35.2% | 13.7% | 72.7% 26.6% | -62.4% | 14.7% | 183.2%
60 days -9.8% | -26.5% | 12.3% | 59.5% -23.0% | -49.5% | 16.9% | 125.0%
90 days -6.3% | -18.8% | 11.2% | 55.8% -25.0% | -43.5% | 15.8% | 112.2%
1 Year 2.7% | -2.8% | 8.5% | 33.2% -10.0% | -15.8% | 11.0% | 59.3%
3 Years 9.3% | 2.6% | 11.8% | 16.7% 7.7% | 1.3% | 14.5% | 25.9%
5 Years 7.9% | 8.6% | 11.3% | 15.5% 6.4% | 7.2% | 14.5% | 22.7%
7 Years 10.9% | 10.3% | 11.2% | 12.3% 11.2% | 11.4% | 14.1% | 15.6%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 23, 2018 March 19, 2019 420 days 7% Nifty 50: 9% 11529 10673 11547
Feb. 20, 2020 Aug. 11, 2020 173 days 20% Nifty 50: 37% 12664 10073 12697
Jan. 17, 2022 Sept. 8, 2022 234 days 8% Nifty 50: 16% 17429 16068 17498