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Large Capregulargrowth📊 NIFTY 100 TRI(SEBI default)

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Mahindra Manulife Mutual Fund

#34 of 35 (1Y)

₹21.4251

0.30 (-1.37%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹21.4251

0.30 (-1.37%)

29 May 2026

AMFI: 146551

Direct · Growth

₹₹24.3789

0.34 (-1.36%)

29 May 2026

AMFI: 146549

Regular · IDCW

₹₹14.2917

0.20 (-1.36%)

29 May 2026

AMFI: 146548

Direct · IDCW

₹₹16.9845

0.23 (-1.36%)

29 May 2026

AMFI: 146550

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.93%
1 Month-3.43%
3 Months-8.82%
6 Months-9.13%
1 Year-6.63%
3 Years (CAGR)+10.75%
5 Years (CAGR)+9.75%
10 Years (CAGR)
Since Inception (Feb 2019)+11.18%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-10.34%
3 Year SIP+2.39%
5 Year SIP+6.78%
Since Inception (Feb 2019)+10.39%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹43,000

Invested

₹62,250

Value today

10.2%

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

₹2,143

Value today

11.2%

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

₹4,30,000

Withdrawn

₹15,20,015

Corpus left

+₹9,50,015 net gain — withdrew ₹4,30,000 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

₹12,79,175

Value today

-0.5%

vs lumpsum

Direct lumpsum would have beaten STP by 0.5% — but STP reduced timing risk

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

₹3,04,355

Value today

3.0×

Multiple

Staying invested through that crash turned ₹1L into ₹3,04,355 — a 3.0× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 7 years

Expense ratio drag on your actual returns

Direct plan

₹65,842

Regular plan

₹61,192

Direct earns ₹4,650 more on a ₹42K investment1.58% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseMahindra Manulife Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹727 Cr
Expense Ratio2.32%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 100 TRI ✓
Launch Date22 Feb 2019
AMFI Code146551

Risk Metrics

Trailing 1 year, annualised

-0.64

Sharpe Ratio

-0.07

Alpha

0.43

Beta

-0.63

Sortino

13.04%

Std Dev

-14.96%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

Mahindra Manulife Large Cap Fund - Regular Plan - Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.

About This Fund

Mahindra Manulife Large Cap Fund - Regular Plan - Growth is a Large Cap mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹727 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI. The current expense ratio is 2.32%.

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