Mahindra Manulife Large & Mid Cap Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund · Equity · mandate: ≥35% in large-caps and ≥35% in mid-caps · benchmark: NIFTY LargeMidcap 250 TRI (TRI proxy)
AUM (all plans)
2,699 cr
Active return /yr (full)
—
Score
43
Rank (Score, pool)
#24 of 35
Percentile (full, pool)
—
IR vs benchmark
0.12
CAGR (absolute)
17.4%
Max drawdown
-24.3%
Months of data
79
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
—
9.8%
—
50
—
—
33.2%
12
FY23
-3.0%
-3.8%
-1.14
15
2.8%
0.3%
-2.7%
12
FY24
7.8%
8.4%
1.50
87
3.6%
45.3%
53.1%
12
FY25
-5.8%
-9.1%
-1.20
5
4.8%
7.1%
1.3%
12
FY26
0.4%
0.7%
0.09
53
3.5%
-1.1%
-0.7%
12
FY27*
3.2%
1.5%
1.18
55
5.3%
16.2%
19.4%
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
2022
+1.7
-0.2
+1.4
-0.7
-0.3
-0.3
-1.6
-0.6
+1.0
+0.7
-1.5
+0.2
-0.2
2023
-0.6
+0.6
-0.1
-0.6
+0.5
+1.2
+0.7
+0.9
-0.0
+0.1
+0.3
-1.0
+1.9
2024
+2.4
+1.7
-0.8
+0.7
-1.2
-2.6
-1.8
+1.6
-1.2
+0.9
-0.6
+0.8
-0.1
2025
-2.4
+0.4
-0.4
-0.2
+0.6
+1.0
-0.3
-1.2
-0.2
+0.6
-1.2
-0.4
-3.7
2026
+2.0
-1.2
+1.0
-1.8
+0.3
+0.9
+0.8
+2.4
+4.3
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
-3.1
-21.9
+12.4
-0.6
+6.8
+5.2
+4.0
+0.7
+1.7
+9.9
+6.8
+18.8
2021
-0.3
+11.2
+1.4
+1.3
+7.4
+4.2
+3.7
+4.2
+5.4
+3.0
-3.4
+2.6
+48.0
2022
+0.8
-5.1
+5.6
-1.0
-4.6
-5.3
+8.8
+4.5
-1.6
+3.9
+1.3
-2.5
+3.9
2023
-3.6
-1.6
-0.2
+4.0
+5.0
+6.2
+5.0
+1.8
+2.5
-3.1
+8.2
+6.6
+34.4
2024
+5.1
+2.7
-0.2
+5.0
+0.2
+4.7
+2.8
+2.3
+0.9
-5.7
-0.5
+0.2
+18.5
2025
-6.3
-8.0
+7.0
+3.3
+4.8
+4.8
-3.1
-3.3
+1.1
+5.1
+0.4
-0.8
+3.8
2026
-1.2
-0.3
-10.4
+9.2
+1.1
+2.1
+2.9
+2.9
+5.3
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