FundLens
66
Small CapBuy

MahIndra Manulife Small Cap

Mahindra Manulife · Direct–Growth · rank #7 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
20.7%
+12.1% vs index
3 Years
21.4%
+6.2% vs index
5 Years
Since launch
26.6%

Year-by-year performance

last entry = YTD
2023
+60.0%
2024
+30.0%
2025
-1.3%
2026
+18.2%

Why this score

MahIndra Manulife Small Cap scores 66/100 — #7 of 36 Small Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 81% of peers on 3y return. The main drag is its volatility (better than only 21% of peers).

Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.

3Y return21.35% · 81st percentile in category
Sharpe ratio0.91 · 85th percentile in category
Volatility20.02 · 21st percentile in category
Sortino ratio1.06 · 82nd percentile in category
Alpha4.62 · 75th percentile in category
1Y return20.74% · 79th percentile in category

Top holdings

top 5 = 15.9% of portfolio
1.Neuland Laboratories Ltd3.87%
2.Multi Commodity Exchange Of India Ltd3.84%
3.Garware Hi-Tech Films Ltd2.85%
4.Jindal Saw Ltd2.83%
5.Oil India Ltd2.53%

77 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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