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MF_142110

Mahindra Manulife Mid Cap Fund - Direct Plan -Growth

Equity Schemes - Mid Cap Fund

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End Amount
₹40,107.17
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.24%
MF_142110 Return
Benchmark CAGR
10.77%
Nifty 50
Inflation Adj. CAGR
11.74%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.66
Risk-Adjusted Return
Sortino Ratio
0.98
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 58% 42% 29%
60 days 60% 28% 20%
90 days 59% 24% 15%
180 days 62% 20% 9%
1Yr 69% 15% 6%
3Yr 97% 10% 1%
5Yr 100% 10% 0%
7Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Mid Cap Fund - Direct Plan -Growth Nifty 50
30 days -43.2% | -70.1% | 25.8% | 235.6% 26.6% | -64.1% | 13.9% | 191.9%
60 days -54.7% | -58.5% | 21.6% | 144.5% -23.0% | -51.6% | 15.7% | 129.3%
90 days -40.5% | -52.8% | 19.0% | 122.0% -25.0% | -47.0% | 15.4% | 117.1%
1 Year -2.2% | -9.6% | 12.4% | 79.4% -10.0% | -17.3% | 10.4% | 60.3%
3 Years 15.3% | 13.7% | 25.6% | 34.0% 7.7% | 7.7% | 15.1% | 26.6%
5 Years 14.6% | 14.2% | 25.4% | 33.7% 6.4% | 6.5% | 15.3% | 23.0%
7 Years 20.5% | 18.9% | 22.0% | 24.9% 11.2% | 11.2% | 13.4% | 15.2%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 13 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 30, 2018 Aug. 31, 2018 123 days 8% Nifty 50: 3% 10913 10035 10922
Aug. 31, 2018 Dec. 31, 2019 487 days 15% Nifty 50: 14% 10922 9303 10930
Feb. 7, 2020 Nov. 14, 2020 281 days 33% Nifty 50: 37% 11723 7843 11751
Jan. 8, 2021 Feb. 3, 2021 26 days 5% Nifty 50: 5% 13924 13174 13937
March 4, 2021 April 28, 2021 55 days 6% Nifty 50: 5% 15620 14735 15682
Aug. 3, 2021 Sept. 4, 2021 32 days 6% Nifty 50: 0% 19006 17798 19068
Oct. 18, 2021 Sept. 10, 2022 327 days 21% Nifty 50: 16% 21307 16882 21366
Sept. 15, 2022 May 4, 2023 231 days 8% Nifty 50: 6% 21409 19643 21445
Sept. 11, 2023 Nov. 14, 2023 64 days 7% Nifty 50: 6% 27539 25712 27698
March 4, 2024 April 2, 2024 29 days 7% Nifty 50: 3% 33372 31010 33553
July 31, 2024 Aug. 28, 2024 28 days 6% Nifty 50: 4% 41237 38965 41246
Sept. 24, 2024 April 21, 2026 574 days 21% Nifty 50: 15% 42513 33619 42632
Aug. 13, 2026 Oct. 30, 2026 78 days 15% Nifty 50: 9% 45952 39264 40107