41
Large & Mid CapAvoid
Mahindra Manulife Large & Mid Cap
Mahindra Manulife · Direct–Growth · rank #21 of 36 by Smart Score
Data updated
Trailing returns
1 Year
6.4%
+4.0% vs index
3 Years
12.4%
5 Years
13.6%
Since launch
18.7%
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
+4.3%+6.0% vs index
Why this score
Mahindra Manulife Large & Mid Cap scores 41/100 — #21 of 36 Large & Mid Cap fund (Avoid). It stands out for 5y return and expense ratio — beating 67% of peers on 5y return. 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 return12.36% · 25th percentile in category
5Y return13.56% · 67th percentile in category
Volatility16.22 · 20th percentile in category
Alpha-3.02 · 14th percentile in category
Sharpe ratio0.35 · 33rd percentile in category
Expense ratio0.86% · 71st 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.