Mahindra Manulife Large and Mid Cap Fund · Regular · Growth
NAV
₹26.8845
as of 17 Jun 2026
Expense Ratio
1.94%
AUM
₹2,695 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.21%
- 3Y
- +13.23%
- 5Y
- +13.17%
- Since Inception
- +16.53%
SIP returns (XIRR)
- 1Y
- +2.10%
- 3Y
- +5.88%
- 5Y
- +10.55%
- Since Inception
- +14.52%
This fund trailed its benchmark
Top performers in Large & Mid Cap by 5Y CAGR
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ICICI Prudential Large and Mid Cap Fund · Regular · Growth
Invesco India Large and Mid Cap Fund · Regular · Growth
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹39,000
Invested
₹60,142
Value today
13.3%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹2,589
Value today
15.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹3,90,000
Withdrawn
₹19,87,728
Corpus left
+₹13,77,728 net gain — withdrew ₹3,90,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹16,92,491
Value today
+8.9%
vs lumpsum
STP beat direct lumpsum by 8.9% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,78,752
Value today
3.8×
Multiple
Staying invested through that crash turned ₹1L into ₹3,78,752 — a 3.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.25
Sharpe Ratio
-0.04
Alpha
0.48
Beta
-0.23
Sortino
15.94%
Std Dev
-15.75%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Mahindra Manulife Large and Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Mahindra Manulife Large and Mid Cap Fund · Regular · Growth is a Large & Mid Cap mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹2,695 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Large Midcap 250 TRI. The current expense ratio is 1.94%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations