Mahindra Manulife Focused Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund · Equity · mandate: maximum 30 stocks, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
2,180 cr
TER direct / regular
0.78% / 2.19%
Active return /yr (full)
4.5%
Score
71
Rank (Score, pool)
#8 of 245
Percentile (full, pool)
80
IR vs benchmark
0.91
CAGR (absolute)
18.0%
Max drawdown
-15.7%
Months of data
69
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
8.3%
9.0%
1.97
95
3.4%
21.6%
29.9%
12
FY23
6.9%
4.0%
1.74
87
3.8%
-1.6%
5.3%
12
FY24
11.1%
9.6%
1.38
80
5.7%
40.1%
51.1%
12
FY25
2.5%
-0.1%
0.58
50
3.9%
5.9%
8.4%
12
FY26
2.8%
2.1%
0.68
71
3.7%
-3.1%
-0.3%
12
FY27*
-5.6%
-7.4%
-4.02
4
3.1%
15.1%
9.5%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2020
-0.1
-0.1
2021
+2.3
+1.9
+1.1
+1.2
+0.4
+1.1
+1.8
-0.5
+0.2
+0.3
-1.2
+0.3
+9.1
2022
+2.5
+0.0
+0.6
-0.7
+1.1
+1.3
-2.1
-0.2
+1.1
+1.6
+1.0
+0.0
+6.4
2023
+1.3
+1.2
+0.9
-1.4
-1.2
-0.9
+2.4
+0.1
+2.3
-0.4
+0.1
-0.0
+4.4
2024
+3.5
+2.6
+0.8
+0.8
-0.0
-0.3
+1.2
+0.3
-1.1
-0.8
+0.4
-1.1
+6.3
2025
+2.3
+1.6
-1.0
-0.2
-2.1
-0.4
-0.2
+0.6
+0.1
+0.1
+0.1
-0.1
+0.9
2026
+2.3
+0.8
+1.5
-2.1
-0.1
-0.5
-1.9
-0.6
-0.7
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2020
+7.3
+7.3
2021
+0.4
+9.7
+2.1
+1.6
+7.4
+3.1
+3.4
+6.0
+3.7
+0.6
-4.0
+2.7
+42.3
2022
+2.0
-3.9
+4.8
-1.5
-3.2
-3.8
+7.6
+4.4
-2.2
+5.7
+4.4
-3.1
+10.7
2023
-2.0
-1.5
+1.2
+3.2
+2.5
+3.5
+6.3
-0.6
+4.5
-3.2
+7.2
+8.0
+32.2
2024
+5.4
+4.2
+1.6
+4.4
+0.7
+6.6
+5.5
+1.4
+1.0
-7.1
+0.4
-2.5
+22.7
2025
-1.2
-6.2
+6.4
+3.0
+1.5
+3.4
-3.0
-1.2
+1.3
+4.4
+1.1
-0.4
+8.9
2026
-1.0
+1.2
-9.9
+8.4
-0.1
+1.1
+0.3
-0.3
-1.1
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard