51
ValueHold
Mahindra Manulife Value
Mahindra Manulife · Direct–Growth · rank #11 of 23 by Smart Score
Data updated
Trailing returns
1 Year
-1.3%
+7.8% vs index
3 Years
—
5 Years
—
Since launch
9.4%
Year-by-year performance
2026
-4.0%+5.6% vs index
Why this score
Mahindra Manulife Value scores 51/100 — #11 of 23 Value fund (Hold). It stands out for expense ratio and volatility — beating 76% of peers on expense ratio. The main drag is its sharpe ratio (better than only 24% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
Sharpe ratio0.20 · 24th percentile in category
Expense ratio1.06% · 76th percentile in category
Sortino ratio0.27 · 24th percentile in category
Volatility14.70 · 69th percentile in category
Alpha3.84 · 69th percentile in category
1Y return-1.26% · 74th percentile in category
Top holdings
1.Reliance Industries Ltd4.09%
2.Axis Bank Ltd3.62%
3.HDFC Bank Ltd3.62%
4.ICICI Bank Ltd3.58%
5.Life Insurance Corporation of India2.73%
68 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.