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MF_149104

Mahindra Manulife Flexi Cap Fund - Direct Plan -Growth

Equity Schemes - Flexi Cap Fund

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End Amount
₹16,353.06
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.95%
MF_149104 Return
Benchmark CAGR
7.74%
Nifty 50
Inflation Adj. CAGR
5.17%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.37
Risk-Adjusted Return
Sortino Ratio
0.56
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% 16% 11%
60 days 67% 11% 7%
90 days 66% 9% 5%
180 days 67% 8% 3%
1Yr 74% 6% 1%
3Yr 100% 4% 0%
5Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Flexi Cap Fund - Direct Plan -Growth Nifty 50
30 days -28.0% | -61.8% | 14.0% | 172.5% 26.6% | -58.8% | 8.9% | 163.3%
60 days -37.0% | -45.2% | 11.1% | 104.0% -23.0% | -41.6% | 7.1% | 92.5%
90 days -26.7% | -36.6% | 10.6% | 75.6% -25.0% | -31.9% | 8.8% | 60.9%
1 Year -8.6% | -4.0% | 9.2% | 41.0% -10.0% | -6.9% | 9.0% | 30.9%
3 Years 9.4% | 9.0% | 17.5% | 23.3% 7.7% | 6.3% | 12.9% | 18.1%
5 Years 9.5% | 9.0% | 10.5% | 12.0% 6.4% | 5.6% | 6.5% | 9.0%
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) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 18, 2021 Jan. 11, 2022 85 days 8% Nifty 50: 10% 10656 9821 10663
Jan. 17, 2022 Sept. 10, 2022 236 days 17% Nifty 50: 16% 10802 8940 10835
Sept. 13, 2022 Nov. 26, 2022 74 days 7% Nifty 50: 7% 10886 10102 10893
Dec. 1, 2022 May 10, 2023 160 days 8% Nifty 50: 10% 11057 10223 11071
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 13095 12312 13133
Sept. 24, 2024 Nov. 15, 2025 417 days 17% Nifty 50: 15% 17985 14940 18012
Jan. 2, 2026 Oct. 30, 2026 301 days 15% Nifty 50: 15% 18196 15505 16353