Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_141226

Mahindra Manulife Multi Cap Fund - Direct Plan -Growth

Equity Schemes - Multi Cap Fund

Back to Home
End Amount
₹43,454.33
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.81%
MF_141226 Return
Benchmark CAGR
11.28%
Nifty 50
Inflation Adj. CAGR
11.41%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.95
Volatility vs Benchmark
Sharpe Ratio
0.67
Risk-Adjusted Return
Sortino Ratio
1.00
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 60% 31% 21%
60 days 60% 22% 13%
90 days 61% 19% 10%
180 days 61% 16% 7%
1Yr 67% 12% 5%
3Yr 88% 9% 1%
5Yr 100% 7% 0%
7Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Multi Cap Fund - Direct Plan -Growth Nifty 50
30 days -34.0% | -68.0% | 26.3% | 220.8% 26.6% | -62.6% | 13.8% | 185.5%
60 days -41.3% | -55.8% | 23.0% | 138.5% -23.0% | -49.9% | 15.8% | 126.8%
90 days -19.5% | -49.2% | 19.6% | 119.2% -25.0% | -44.8% | 14.9% | 113.3%
1 Year 2.8% | -9.0% | 11.0% | 79.4% -10.0% | -16.0% | 10.5% | 59.8%
3 Years 16.0% | 3.8% | 22.5% | 32.9% 7.7% | 4.6% | 14.7% | 26.1%
5 Years 13.3% | 14.4% | 22.6% | 30.9% 6.4% | 7.0% | 14.4% | 22.7%
7 Years 20.1% | 18.1% | 20.9% | 23.1% 11.2% | 11.3% | 13.9% | 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) 12 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 9, 2018 Oct. 25, 2019 654 days 16% Nifty 50: 6% 11770 9917 11780
Feb. 20, 2020 Nov. 5, 2020 259 days 34% Nifty 50: 37% 12790 8385 12906
Jan. 12, 2021 Feb. 2, 2021 21 days 5% Nifty 50: 6% 15451 14631 15619
March 3, 2021 April 8, 2021 36 days 6% Nifty 50: 6% 17117 16107 17142
Oct. 18, 2021 Jan. 14, 2022 88 days 11% Nifty 50: 10% 23970 21414 23994
Jan. 17, 2022 Dec. 1, 2022 318 days 21% Nifty 50: 16% 24052 19106 24177
Dec. 5, 2022 May 30, 2023 176 days 10% Nifty 50: 9% 24277 21863 24320
Sept. 11, 2023 Nov. 16, 2023 66 days 7% Nifty 50: 6% 29334 27403 29412
Feb. 7, 2024 April 10, 2024 63 days 7% Nifty 50: 1% 35180 32604 35302
Sept. 27, 2024 Jan. 6, 2026 466 days 20% Nifty 50: 15% 42609 34017 42633
Jan. 7, 2026 May 6, 2026 119 days 12% Nifty 50: 14% 42813 37573 43394
Aug. 28, 2026 Oct. 30, 2026 63 days 11% Nifty 50: 8% 47684 42389 43454