64
Small CapBuy
Mahindra Manulife Small Cap
Mahindra Manulife · Direct–Growth · rank #7 of 36 by Smart Score
Data updated
Trailing returns
1 Year
20.5%
+12.5% vs index
3 Years
20.8%
+6.4% vs index
5 Years
—
Since launch
26.9%
Year-by-year performance
2023
+60.0%+11.7% vs index
2024
+30.0%+3.5% vs index
2025
-1.3%+4.3% vs index
2026
+19.8%+9.2% vs index
Why this score
Mahindra Manulife Small Cap scores 64/100 — #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 24% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return20.80% · 81st percentile in category
Sharpe ratio0.84 · 85th percentile in category
Volatility19.73 · 24th percentile in category
Sortino ratio1.03 · 76th percentile in category
Alpha5.74 · 72nd percentile in category
Expense ratio0.96% · 32nd percentile in category
Top holdings
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.