36
Large & Mid CapAvoid
Mahindra Manulife Large & Mid Cap
Mahindra Manulife · Direct–Growth · rank #26 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-4.5%
+3.2% vs index
3 Years
10.8%
5 Years
9.9%
Since launch
16.9%
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
-4.4%+4.5% vs index
Why this score
Mahindra Manulife Large & Mid Cap scores 36/100 — #26 of 36 Large & Mid Cap fund (Avoid). It stands out for expense ratio — beating 74% of peers on expense ratio. The main drag is its 3y return (better than only 21% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return10.78% · 21st percentile in category
Volatility16.29 · 23rd percentile in category
Alpha-0.67 · 20th percentile in category
Expense ratio0.85% · 74th percentile in category
Sharpe ratio0.26 · 33rd percentile in category
5Y return9.88% · 40th percentile in category
Top holdings
1.ICICI Bank Ltd4.38%
2.Zomato Ltd2.84%
3.Axis Bank Ltd2.81%
4.The Federal Bank Ltd2.76%
5.HDFC Bank Ltd2.71%
69 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.