FundLens
67
Small CapBuy

MahIndra Manulife Small Cap

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

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
9.3%
+9.2% vs index
3 Years
22.6%
+4.6% vs index
5 Years
Since launch
25.4%

Year-by-year performance

last entry = YTD
2023
+60.0%
2024
+30.0%
2025
-1.3%
2026
+10.8%

Why this score

MahIndra Manulife Small Cap scores 67/100 — #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 25% of peers).

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

3Y return22.56% · 81st percentile in category
Sharpe ratio0.91 · 88th percentile in category
Sortino ratio1.18 · 85th percentile in category
Volatility20.02 · 25th percentile in category
Alpha4.62 · 81st percentile in category
1Y return9.25% · 75th percentile in category

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