38
Large & Mid CapAvoid
Mahindra Manulife Large & Mid Cap
Mahindra Manulife · Direct–Growth · rank #24 of 36 by Smart Score
Data updated
Trailing returns
1 Year
4.0%
+3.7% vs index
3 Years
12.1%
5 Years
13.0%
Since launch
18.5%
Year-by-year performance
2021
+48.0%—
2022
+3.9%—
2023
+34.5%—
2024
+18.5%-0.0% vs index
2025
+3.8%-4.6% vs index
2026
+3.3%+5.2% vs index
Why this score
Mahindra Manulife Large & Mid Cap scores 38/100 — #24 of 36 Large & Mid Cap fund (Avoid). It stands out for expense ratio — beating 71% of peers on expense ratio. The main drag is its 3y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return12.06% · 25th percentile in category
Volatility16.25 · 20th percentile in category
Alpha-2.90 · 14th percentile in category
Sharpe ratio0.34 · 32nd percentile in category
Expense ratio0.86% · 71st percentile in category
Sortino ratio0.45 · 30th percentile in category
Top holdings
1.ICICI Bank Ltd4.53%
2.The Federal Bank Ltd2.91%
3.Axis Bank Ltd2.8%
4.Indusind Bank Ltd2.7%
5.Zomato Ltd2.62%
70 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.