Mahindra Manulife Mid Cap Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
4,747 cr
TER direct / regular
0.76% / 2.03%
Active return /yr (full)
2.7%
Score
64
Rank (Score, pool)
#6 of 38
Percentile (full, pool)
78
IR vs benchmark
0.58
CAGR (absolute)
22.4%
Max drawdown
-24.4%
Months of data
102
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
6.2%
6.1%
0.89
79
5.9%
24.4%
30.6%
12
FY23
-1.3%
-0.4%
-0.45
41
3.1%
2.4%
1.1%
12
FY24
5.2%
11.2%
1.49
93
2.2%
56.9%
62.0%
12
FY25
3.6%
-0.1%
1.03
60
3.3%
7.8%
11.4%
12
FY26
1.3%
1.2%
0.24
52
3.9%
1.9%
3.2%
12
FY27*
0.7%
-0.8%
0.30
48
4.4%
20.8%
21.5%
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
2019
-3.6
+2.0
-0.5
+1.0
+2.8
+0.7
+4.4
-1.1
-2.4
+1.4
+4.4
2020
-0.8
+3.0
+5.2
-4.0
+0.8
-4.1
-1.5
-2.3
-0.5
-0.6
-4.4
+1.7
-7.6
2021
-0.3
+1.3
+0.8
+1.1
+1.0
+0.8
+2.1
-2.6
-1.4
+2.1
-2.6
+1.8
+3.9
2022
+1.5
+0.2
+1.4
-1.5
-0.5
+0.0
-0.9
-0.2
-0.3
+0.1
-0.8
-0.4
-1.6
2023
+1.7
+0.5
+1.0
-0.5
-0.2
-0.3
+0.4
+0.7
+0.2
+0.6
-0.9
+0.4
+3.6
2024
+0.9
+1.0
+0.9
+1.4
+0.1
-0.5
+1.4
+0.1
+0.3
+0.6
+0.8
-1.2
+5.9
2025
-1.5
+1.2
+0.8
-1.5
-1.5
+0.1
-0.6
+1.0
-0.0
-0.6
-0.8
+0.5
-3.0
2026
+1.7
+1.2
+1.6
-0.5
+0.0
+1.8
-1.6
+0.8
+5.0
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
2018
-2.0
+7.1
-3.4
-3.7
+3.8
+3.6
-8.6
-3.2
+2.8
+2.8
-1.8
2019
-4.0
+0.5
+4.7
-1.2
+1.9
-0.4
-6.0
-0.3
+7.9
+3.6
-0.5
+1.3
+7.0
2020
+4.5
-2.6
-22.4
+10.4
-1.0
+7.2
+2.9
+6.2
+1.3
-0.4
+10.4
+7.1
+20.7
2021
-0.1
+13.1
+2.7
+2.6
+7.4
+5.6
+5.3
-0.4
+4.6
+2.3
-3.9
+4.6
+52.3
2022
+0.3
-6.5
+6.1
-1.0
-5.7
-5.2
+10.7
+5.8
-2.1
+1.9
+1.1
-2.2
+2.0
2023
-0.7
-1.1
+0.5
+4.7
+5.5
+5.9
+6.0
+4.7
+3.2
-3.2
+8.8
+7.3
+49.3
2024
+5.7
+0.8
+0.5
+7.7
+2.3
+7.4
+6.4
+0.4
+2.0
-5.9
+1.0
-0.1
+31.2
2025
-7.6
-9.3
+8.5
+2.4
+4.9
+4.3
-3.4
-1.8
+1.4
+4.2
+0.8
-0.1
+2.7
2026
-1.9
+3.0
-9.5
+12.7
+2.6
+2.7
+0.1
+2.1
+11.0
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