Should I invest in Mahindra Manulife Flexi Cap Fund?

We don't give personal investment advice. Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

Mahindra Manulife

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

Latest NAV

₹15.2792

As of

3 Jun 2026

1,174 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.18%	+0.19%	-0.37	40 / 42	Q4
1W	-1.87%	-1.12%	-0.75	35 / 42	Q4
2W	-0.64%	+0.20%	-0.84	36 / 42	Q4
1M	-2.26%	+0.29%	-2.55	40 / 42	Q4
3M	-1.89%	+2.20%	-4.09	33 / 42	Q4
6M	-8.10%	+2.09%	-10.18	38 / 41	Q4
YTD	-8.29%	-0.80%	-7.49	39 / 41	Q4
1Y	-3.42%	+12.75%	-16.17	32 / 38	Q4
2Y	+0.69%	+7.07%	-6.38	32 / 37	Q4
3Y	+11.17%	+12.23%	-1.06	23 / 33	Q3
4Y	+12.36%	+13.99%	-1.64	9 / 18	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+9.26%	+10.40%	-1.14	25 / 42	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.29%	-4.70%	-3.58	27 / 29
2025	+6.15%	+1.29%	+4.86	5 / 25
2024	+14.49%	+19.24%	-4.74	19 / 26
2023	+30.51%	+29.13%	+1.38	9 / 20
2022	+1.37%	-2.30%	+3.67	4 / 15
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.03%

47 windows

min -3.4% · max 38.7%

85% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+15.63%

22 windows

min 11.2% · max 20.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.85%

3-year · annualised

Sharpe ratio

0.40

vs risk-free 6.5%

Sortino ratio

0.63

Downside-only deviation

Max drawdown

-17.51%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option	Nippon India	₹15.9186	3 Jun 2026
Invesco India Flexi Cap Fund - Regular Plan - Growth	Invesco	₹17.8200	3 Jun 2026
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Motilal Oswal	₹56.6317	3 Jun 2026
Mirae Asset Flexi Cap Fund - Regular Plan - Growth	Mirae Asset	₹15.4570	3 Jun 2026
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	Parag Parikh	₹81.9366	2 Jun 2026
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Edelweiss	₹37.2740	2 Jun 2026
DSP BlackRock Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹55.4440	3 Jun 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹15.3812	3 Jun 2026
PGIM India Flexi Cap Fund - Regular Plan - Growth Option	PGIM India	₹34.7300	3 Jun 2026
Axis Flexi Cap Fund - Regular Plan - Growth	Axis	₹25.7800	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹15.2792
2 Jun 2026	₹15.3074
1 Jun 2026	₹15.2328
29 May 2026	₹15.3651
27 May 2026	₹15.5700
26 May 2026	₹15.5567
25 May 2026	₹15.5868
22 May 2026	₹15.4076
21 May 2026	₹15.3892
20 May 2026	₹15.3777

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth is ₹15.2792. It's a Flexi Cap Fund from Mahindra Manulife, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth has NAV history starting from 25 Aug 2021, a track record of about 4 years 9 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth is managed by Mahindra Manulife. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth has delivered a absolute return of -3.42% — -16.17 pp behind the Flexi Cap Fund category average of 12.75%. The fund ranks #32 of 38 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth has delivered a CAGR of 11.17% — -1.06 pp behind the Flexi Cap Fund category average of 12.23%. The fund ranks #23 of 33 in its category — the third (Q3) quartile.

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth exactly 3 years ago would be worth approximately ₹137,403 today — a multiplier of 1.37×, based on the 3-year CAGR of 11.17%. The category average over the same window would have grown ₹1 lakh to ₹141,359.

A ₹10,000 monthly SIP in Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth over the last 3 years — total invested ₹360,000 — would be worth ₹375,123 today. That's an XIRR (money-weighted annualised return) of 2.69%.

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹375,123 — XIRR 2.69%.

On a 3-year basis, Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth ranks #23 out of 33 funds in the Flexi Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.23%; this fund delivered 11.17%.

The worst peak-to-trough decline Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth has experienced over the last 3-year window is 17.51% — its NAV fell from a high on 24 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth averaged 15.63% (best 20.17%, worst 11.17%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth returned 6.15% — beating the Flexi Cap Fund category average of 1.29% by 4.86 pp. It ranked #5 of 25 in its category that year.

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.