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MF_146549

Mahindra Manulife Large Cap Fund - Direct Plan -Growth

Equity Schemes - Large Cap Fund

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End Amount
₹24,171.90
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.28%
MF_146549 Return
Benchmark CAGR
10.82%
Nifty 50
Inflation Adj. CAGR
6.91%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.95
Volatility vs Benchmark
Sharpe Ratio
0.42
Risk-Adjusted Return
Sortino Ratio
0.60
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 53% 12% 14%
60 days 53% 9% 9%
90 days 54% 8% 6%
180 days 62% 5% 4%
1Yr 59% 4% 2%
3Yr 91% 2% 1%
5Yr 100% 2% 0%
7Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Large Cap Fund - Direct Plan -Growth Nifty 50
30 days 20.5% | -63.9% | 16.7% | 184.1% 26.6% | -62.5% | 13.4% | 205.4%
60 days -26.4% | -50.4% | 15.4% | 134.2% -23.0% | -51.4% | 15.0% | 140.2%
90 days -25.7% | -59.7% | 16.1% | 116.0% -25.0% | -64.1% | 14.4% | 119.9%
1 Year -8.8% | -13.8% | 10.6% | 63.1% -10.0% | -18.5% | 10.2% | 61.2%
3 Years 9.3% | 8.5% | 16.5% | 25.5% 7.7% | 7.1% | 15.1% | 26.8%
5 Years 7.2% | 7.5% | 17.7% | 24.6% 6.4% | 6.2% | 15.8% | 23.5%
7 Years 12.0% | 12.0% | 13.6% | 15.0% 11.2% | 11.1% | 12.1% | 13.6%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 11 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 16, 2019 May 24, 2019 38 days 5% Nifty 50: 5% 10315 9773 10344
June 3, 2019 Sept. 21, 2019 110 days 9% Nifty 50: 11% 10462 9565 10534
Jan. 24, 2020 Nov. 7, 2020 288 days 35% Nifty 50: 38% 11085 7176 11101
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 13238 12419 13343
March 3, 2021 May 8, 2021 66 days 6% Nifty 50: 6% 14013 13154 14130
Oct. 18, 2021 Jan. 15, 2022 89 days 9% Nifty 50: 10% 17335 15777 17364
Jan. 17, 2022 Nov. 24, 2022 311 days 17% Nifty 50: 16% 17364 14459 17397
Dec. 1, 2022 June 7, 2023 188 days 10% Nifty 50: 10% 17717 15939 17733
Sept. 15, 2023 Dec. 1, 2023 77 days 7% Nifty 50: 7% 19654 18267 19661
Sept. 27, 2024 Oct. 29, 2025 397 days 15% Nifty 50: 15% 26668 22651 26670
Jan. 2, 2026 Oct. 30, 2026 301 days 15% Nifty 50: 15% 27275 23286 24172