MF
MFGenie.ai
Multi Capregulargrowth📊 NIFTY 500 Multicap 50:25:25 TRI(SEBI default)

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Mahindra Manulife Mutual Fund

#6 of 31 (1Y)

₹36.7012

0.43 (-1.16%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹36.7012

0.43 (-1.16%)

29 May 2026

AMFI: 141224

Direct · Growth

₹₹43.0884

0.50 (-1.15%)

29 May 2026

AMFI: 141226

Regular · IDCW

₹₹25.0340

0.29 (-1.16%)

29 May 2026

AMFI: 141225

Direct · IDCW

₹₹30.8373

0.36 (-1.15%)

29 May 2026

AMFI: 141223

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.80%
1 Month-0.21%
3 Months+0.27%
6 Months-1.25%
1 Year+5.24%
3 Years (CAGR)+19.48%
5 Years (CAGR)+16.75%
10 Years (CAGR)
Since Inception (Apr 2017)+15.19%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.74%
3 Year SIP+10.30%
5 Year SIP+14.16%
Since Inception (Apr 2017)+17.29%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹54,000

Invested

₹1,22,833

Value today

17.6%

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

₹3,670

Value today

15.5%

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

₹5,40,000

Withdrawn

₹24,41,785

Corpus left

+₹19,81,785 net gain — withdrew ₹5,40,000 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

₹21,01,580

Value today

-4.6%

vs lumpsum

Direct lumpsum would have beaten STP by 4.6% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹1,22,833

Benchmark

₹1,10,777

+₹12,056 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹4,64,484

Value today

4.6×

Multiple

Staying invested through that crash turned ₹1L into ₹4,64,484 — a 4.6× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 9 years

Expense ratio drag on your actual returns

Direct plan

₹1,36,797

Regular plan

₹1,24,669

Direct earns ₹12,128 more on a ₹54K investment2.50% 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
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹6,045 Cr
Expense Ratio1.80%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 Multicap 50:25:25 TRI ✓
Launch Date20 Apr 2017
AMFI Code141224

Risk Metrics

Trailing 1 year, annualised

-0.07

Sharpe Ratio

+0.03

Alpha

0.49

Beta

-0.06

Sortino

16.30%

Std Dev

-17.60%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth is a Multi Cap mutual fund offered by Mahindra Manulife Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹6,045 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 Multicap 50:25:25 TRI. The current expense ratio is 1.80%.

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