70
ValueBuy
MahIndra Manulife Value
Mahindra Manulife · Direct–Growth · rank #4 of 22 by Smart Score
Data updated
Trailing returns
1 Year
15.3%
+12.3% vs index
3 Years
—
5 Years
—
Since launch
18.6%
Year-by-year performance
2026
+6.8%+8.9% vs index
Why this score
MahIndra Manulife Value scores 70/100 — #4 of 22 Value fund (Buy). It stands out for alpha and sortino ratio — beating 88% of peers on alpha. The main drag is its fund size (better than only 30% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
Alpha6.67 · 88th percentile in category
Sortino ratio1.18 · 86th percentile in category
Sharpe ratio0.83 · 71st percentile in category
Expense ratio1.05% · 74th percentile in category
1Y return15.34% · 83rd percentile in category
Fund size947.01 Cr · 30th percentile in category
Top holdings
1.ICICI Bank Ltd4.93%
2.Reliance Industries Ltd2.9%
3.Adani Enterprises Ltd2.67%
4.Bajaj Auto Ltd2.62%
5.JSW Energy Ltd2.49%
69 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.