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MF_148567

Mahindra Manulife Focused Fund - Direct Plan -Growth

Equity Schemes - Focused Fund

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End Amount
₹27,686.86
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
18.67%
MF_148567 Return
Benchmark CAGR
11.73%
Nifty 50
Inflation Adj. CAGR
13.25%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.90
Risk-Adjusted Return
Sortino Ratio
1.50
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 63% 21% 12%
60 days 67% 16% 6%
90 days 70% 15% 4%
180 days 76% 12% 3%
1Yr 84% 10% 3%
3Yr 100% 9% 0%
5Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Focused Fund - Direct Plan -Growth Nifty 50
30 days -9.2% | -58.0% | 22.0% | 176.6% 26.6% | -56.1% | 11.1% | 162.9%
60 days -35.8% | -39.2% | 19.5% | 117.6% -23.0% | -41.1% | 11.8% | 99.6%
90 days -30.1% | -31.2% | 20.0% | 99.0% -25.0% | -31.0% | 12.8% | 68.3%
1 Year -7.7% | -4.4% | 12.3% | 54.4% -10.0% | -6.6% | 9.6% | 31.1%
3 Years 12.6% | 12.2% | 21.7% | 28.2% 7.7% | 6.5% | 13.8% | 18.0%
5 Years 11.8% | 11.5% | 17.9% | 24.3% 6.4% | 5.7% | 10.6% | 16.2%
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) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 14, 2021 Feb. 2, 2021 19 days 6% Nifty 50: 7% 11468 10832 11600
March 3, 2021 April 28, 2021 56 days 5% Nifty 50: 6% 12445 11795 12473
Oct. 18, 2021 Jan. 12, 2022 86 days 9% Nifty 50: 10% 16148 14698 16264
Jan. 17, 2022 Sept. 8, 2022 234 days 15% Nifty 50: 16% 16406 13904 16479
Sept. 13, 2022 Oct. 29, 2022 46 days 7% Nifty 50: 7% 16766 15647 16800
Dec. 1, 2022 June 7, 2023 188 days 8% Nifty 50: 10% 17641 16203 17770
Sept. 15, 2023 Nov. 16, 2023 62 days 6% Nifty 50: 7% 20292 19078 20295
Sept. 27, 2024 Feb. 11, 2026 502 days 16% Nifty 50: 15% 30589 25552 30603
Feb. 18, 2026 Oct. 30, 2026 254 days 12% Nifty 50: 14% 30646 27092 27687