65
Small CapBuy
Mahindra Manulife Small Cap
Mahindra Manulife · Direct–Growth · rank #7 of 36 by Smart Score
Data updated
Trailing returns
1 Year
16.1%
+11.3% vs index
3 Years
20.6%
+6.1% vs index
5 Years
—
Since launch
26.1%
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
+17.8%+8.0% vs index
Why this score
Mahindra Manulife Small Cap scores 65/100 — #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 return20.63% · 81st percentile in category
Sharpe ratio0.84 · 85th percentile in category
Sortino ratio1.04 · 82nd percentile in category
Volatility19.73 · 24th percentile in category
Alpha5.74 · 72nd percentile in category
Expense ratio0.96% · 32nd percentile in category
Top holdings
1.Multi Commodity Exchange Of India Ltd5.75%
2.Neuland Laboratories Ltd4.35%
3.Divi's Laboratories Ltd3.71%
4.Jindal Saw Ltd3.48%
5.Garware Hi-Tech Films Ltd2.91%
81 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.