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MF_147840

Mahindra Manulife Large & Mid Cap Fund - Direct Plan -Growth

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹29,818.57
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.34%
MF_147840 Return
Benchmark CAGR
11.08%
Nifty 50
Inflation Adj. CAGR
11.93%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.68
Risk-Adjusted Return
Sortino Ratio
0.99
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 61% 29% 24%
60 days 60% 21% 14%
90 days 62% 18% 11%
180 days 63% 15% 6%
1Yr 72% 11% 4%
3Yr 100% 6% 0%
5Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Large & Mid Cap Fund - Direct Plan -Growth Nifty 50
30 days -10.2% | -68.1% | 28.1% | 215.1% 26.6% | -64.8% | 13.7% | 212.4%
60 days -35.8% | -58.8% | 23.5% | 142.0% -23.0% | -53.4% | 15.0% | 143.8%
90 days -19.4% | -50.4% | 24.4% | 119.4% -25.0% | -45.5% | 15.9% | 122.8%
1 Year -2.2% | -4.1% | 16.8% | 75.2% -10.0% | -6.0% | 12.1% | 62.8%
3 Years 11.8% | 11.5% | 20.2% | 31.4% 7.7% | 6.8% | 14.8% | 27.1%
5 Years 10.5% | 10.6% | 21.0% | 28.9% 6.4% | 5.9% | 15.1% | 24.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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
Feb. 20, 2020 Aug. 28, 2020 190 days 33% Nifty 50: 37% 10209 6849 10217
Sept. 16, 2020 Oct. 23, 2020 37 days 7% Nifty 50: 7% 10238 9564 10242
Jan. 13, 2021 Feb. 2, 2021 20 days 6% Nifty 50: 6% 12563 11843 12653
March 3, 2021 May 8, 2021 66 days 6% Nifty 50: 6% 13834 12983 13932
Oct. 18, 2021 Jan. 14, 2022 88 days 10% Nifty 50: 10% 18636 16745 18641
Jan. 17, 2022 Sept. 13, 2022 239 days 18% Nifty 50: 16% 18673 15270 18711
Sept. 14, 2022 Dec. 1, 2022 78 days 7% Nifty 50: 7% 18745 17398 18911
Dec. 2, 2022 June 1, 2023 181 days 11% Nifty 50: 9% 18942 16838 18955
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 22358 20935 22393
March 5, 2024 April 10, 2024 36 days 7% Nifty 50: 2% 27293 25428 27480
Sept. 27, 2024 Aug. 1, 2026 673 days 20% Nifty 50: 15% 31242 24989 31451
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 32075 28887 29819