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. 5-year CAGR: 9.68%.

Mahindra Manulife

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

Latest NAV

₹15.8870

As of

17 Jul 2026

1,205 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	+0.31%	+0.10%	+0.20	11 / 42	Q2
1W	-0.11%	-0.15%	+0.04	22 / 42	Q3
2W	+0.17%	+0.31%	-0.14	24 / 42	Q3
1M	+1.06%	+2.17%	-1.11	35 / 42	Q4
3M	+1.51%	+5.01%	-3.50	33 / 42	Q4
6M	-3.27%	+6.46%	-9.72	38 / 41	Q4
YTD	-4.64%	+2.47%	-7.11	39 / 41	Q4
1Y	-2.88%	+13.53%	-16.40	33 / 39	Q4
2Y	-1.23%	+6.37%	-7.59	33 / 37	Q4
3Y	+10.09%	+11.98%	-1.89	24 / 35	Q3
4Y	+13.51%	+14.76%	-1.25	12 / 21	Q3
5Y	+9.68%	+12.19%	-2.51	12 / 16	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+9.90%	+11.38%	-1.48	27 / 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	-4.64%	-0.08%	-4.56	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%

48 windows

min -4.1% · max 40.4%

81% positive

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

3-Year rolling

+15.86%

24 windows

min 10.1% · max 21.6%

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

13.21%

3-year · annualised

Sharpe ratio

0.31

vs risk-free 6.5%

Sortino ratio

0.50

Downside-only deviation

Max drawdown

-17.51%

Sep 2024 → Feb 2025

% positive months

58.3%

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	₹16.7591	17 Jul 2026
Invesco India Flexi Cap Fund - Regular Plan - Growth	Invesco	₹19.2900	17 Jul 2026
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Motilal Oswal	₹60.5628	17 Jul 2026
Mirae Asset Flexi Cap Fund - Regular Plan - Growth	Mirae Asset	₹16.1660	17 Jul 2026
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	Parag Parikh	₹83.4002	17 Jul 2026
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Edelweiss	₹38.7870	17 Jul 2026
DSP BlackRock Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹59.0200	17 Jul 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹15.9256	17 Jul 2026
PGIM India Flexi Cap Fund - Regular Plan - Growth Option	PGIM India	₹36.5500	17 Jul 2026
Axis Flexi Cap Fund - Regular Plan - Growth	Axis	₹27.5400	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹15.8870
16 Jul 2026	₹15.8382
15 Jul 2026	₹15.8604
14 Jul 2026	₹15.7981
13 Jul 2026	₹15.8927
10 Jul 2026	₹15.9044
9 Jul 2026	₹15.7450
8 Jul 2026	₹15.6333
7 Jul 2026	₹15.9056
6 Jul 2026	₹15.9501

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 17 Jul 2026, the NAV of Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth is ₹15.8870. 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 10 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 -2.88% — -16.4 pp behind the Flexi Cap Fund category average of 13.53%. The fund ranks #33 of 39 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 10.09% — -1.89 pp behind the Flexi Cap Fund category average of 11.98%. The fund ranks #24 of 35 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth has delivered a CAGR of 9.68% — -2.51 pp behind the Flexi Cap Fund category average of 12.19%. The fund ranks #12 of 16 in its category — the third (Q3) quartile.

₹1 lakh invested in Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth exactly 5 years ago would be worth approximately ₹158,718 today — a multiplier of 1.59×, based on the 5-year CAGR of 9.68%. The category average over the same window would have grown ₹1 lakh to ₹177,713.

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 ₹384,072 today. That's an XIRR (money-weighted annualised return) of 4.25%.

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 ₹384,072 — XIRR 4.25%.

On a 5-year basis, Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth ranks #12 out of 16 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 12.19%; this fund delivered 9.68%.

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 15.86% (best 21.58%, worst 10.09%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.31 — 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. 5-year CAGR: 9.68%.

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