38
Large & Mid CapAvoid
MahIndra Manulife Large & Mid Cap
Mahindra Manulife · Direct–Growth · rank #25 of 36 by Smart Score
Data updated
Trailing returns
1 Year
9.2%
+3.8% vs index
3 Years
13.4%
5 Years
13.8%
Since launch
18.8%
Year-by-year performance
2021
+48.0%—
2022
+3.9%—
2023
+34.5%—
2024
+18.5%-0.0% vs index
2025
+3.8%-4.6% vs index
2026
+4.6%+5.0% vs index
Why this score
MahIndra Manulife Large & Mid Cap scores 38/100 — #25 of 36 Large & Mid Cap fund (Avoid). It stands out for expense ratio — beating 66% of peers on expense ratio. The main drag is its 3y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return13.36% · 25th percentile in category
Alpha-2.64 · 14th percentile in category
Volatility16.24 · 23rd percentile in category
Sharpe ratio0.41 · 29th percentile in category
Sortino ratio0.54 · 29th percentile in category
Expense ratio0.87% · 66th percentile in category
Top holdings
1.ICICI Bank Ltd4.64%
2.The Federal Bank Ltd3.03%
3.HDFC Bank Ltd2.79%
4.Indusind Bank Ltd2.79%
5.Axis Bank Ltd2.74%
70 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.