68
ValueBuy
Mahindra Manulife Value
Mahindra Manulife · Direct–Growth · rank #6 of 22 by Smart Score
Data updated
Trailing returns
1 Year
9.3%
+11.3% vs index
3 Years
—
5 Years
—
Since launch
16.2%
Year-by-year performance
2026
+4.4%+8.0% vs index
Why this score
Mahindra Manulife Value scores 68/100 — #6 of 22 Value fund (Buy). It stands out for alpha and sortino ratio — beating 83% of peers on alpha. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
Alpha5.83 · 83rd percentile in category
Sortino ratio0.94 · 82nd percentile in category
Expense ratio1.02% · 70th percentile in category
Volatility14.48 · 68th percentile in category
1Y return9.26% · 83rd percentile in category
Sharpe ratio0.67 · 63rd percentile in category
Top holdings
1.ICICI Bank Ltd3.89%
2.Reliance Industries Ltd3.48%
3.Jindal Saw Ltd2.6%
4.Axis Bank Ltd2.53%
5.Vodafone Idea Ltd2.41%
69 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.