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MF_150915

Mahindra Manulife Small Cap Fund - Direct Plan - Growth

Equity Schemes - Small Cap Fund

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End Amount
₹22,333.06
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
23.01%
MF_150915 Return
Benchmark CAGR
6.82%
Nifty 50
Inflation Adj. CAGR
18.19%
Real Annualized Return
Alpha
0.17
Excess Return vs Benchmark
Beta
1.09
Volatility vs Benchmark
Sharpe Ratio
0.99
Risk-Adjusted Return
Sortino Ratio
1.73
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 69% 57% 27%
60 days 73% 41% 18%
90 days 77% 37% 19%
180 days 74% 33% 14%
1Yr 66% 26% 7%
3Yr 100% 13% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Mahindra Manulife Small Cap Fund - Direct Plan - Growth Nifty 50
30 days -43.5% | -70.3% | 33.9% | 244.3% 26.6% | -53.7% | 9.8% | 145.3%
60 days -38.6% | -61.4% | 37.4% | 145.7% -23.0% | -41.2% | 8.5% | 87.6%
90 days -11.8% | -47.2% | 33.3% | 124.4% -25.0% | -31.4% | 11.5% | 59.7%
1 Year 6.3% | -7.5% | 13.4% | 73.6% -10.0% | -8.4% | 9.5% | 31.1%
3 Years 17.9% | 18.2% | 23.6% | 27.3% 7.7% | 5.9% | 10.1% | 14.8%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 19, 2023 Nov. 8, 2023 20 days 6% Nifty 50: 4% 14030 13255 14071
Feb. 6, 2024 April 4, 2024 58 days 10% Nifty 50: 1% 17291 15509 17371
July 31, 2024 Aug. 21, 2024 21 days 5% Nifty 50: 4% 21086 20012 21227
Oct. 1, 2024 June 19, 2026 626 days 26% Nifty 50: 14% 22097 16352 22139
Sept. 8, 2026 Oct. 30, 2026 52 days 11% Nifty 50: 6% 24453 21644 22333