Should I invest in Mahindra Manulife Large Cap Fund?

We don't give personal investment advice. Mahindra Manulife Large 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. Worst 5-year drawdown: 17.6%. 5-year CAGR: 9.26%.

Mahindra Manulife

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Latest NAV

₹22.3107

As of

17 Jul 2026

1,805 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	+1.01%	+0.64%	+0.37	1 / 17	Q1
1W	+0.45%	+0.16%	+0.28	3 / 17	Q1
2W	+0.48%	+0.18%	+0.31	4 / 17	Q1
1M	+1.68%	+1.26%	+0.42	6 / 17	Q2
3M	+0.10%	+1.32%	-1.23	16 / 17	Q4
6M	-5.82%	-2.58%	-3.24	16 / 17	Q4
YTD	-7.07%	-3.91%	-3.16	15 / 16	Q4
1Y	-3.97%	-1.88%	-2.08	14 / 16	Q4
2Y	-1.97%	-0.28%	-1.69	13 / 15	Q4
3Y	+8.91%	+9.95%	-1.04	9 / 13	Q3
4Y	+11.17%	+11.66%	-0.48	8 / 12	Q3
5Y	+9.26%	+8.66%	+0.59	5 / 10	Q2
7Y	+12.26%	+10.76%	+1.50	3 / 7	Q2
10Y	—	—	—	—	—
Inception	+11.54%	+8.27%	+3.27	8 / 17	Q2

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	-7.07%	-3.91%	-3.16	15 / 16
2025	+8.88%	+5.57%	+3.31	1 / 15
2024	+12.63%	+14.73%	-2.09	10 / 13
2023	+21.45%	+22.68%	-1.23	10 / 13
2022	+1.89%	-0.52%	+2.40	3 / 10
2021	+29.22%	+22.19%	+7.03	1 / 9
2020	+11.74%	+11.49%	+0.25	4 / 7
2019	—	—	—	—

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

+14.99%

78 windows

min -20.8% · max 60.1%

78% positive

3-Year rolling

+15.51%

53 windows

min 8.9% · max 26.5%

100% positive

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

5-Year rolling

+16.04%

29 windows

min 9.2% · max 23.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+11.64%

5 windows

min 11.2% · max 12.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

12.07%

3-year · annualised

Sharpe ratio

0.24

vs risk-free 6.5%

Sortino ratio

0.38

Downside-only deviation

Max drawdown

-15.66%

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 Large Cap Fund

Scheme	Fund house	NAV	As of
quant Large Cap Fund - Growth Option - Regular Plan	Quant	₹16.1059	17 Jul 2026
Motilal Oswal Large Cap Regular Plan Growth	Motilal Oswal	₹13.7661	17 Jul 2026
Parag Parikh Large Cap Fund - Regular Plan - Growth	Parag Parikh	₹9.6699	17 Jul 2026
DSP BlackRock Top 100 Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹23.5250	17 Jul 2026
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option	Baroda BNP Paribas	₹219.5500	17 Jul 2026
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹61.8100	17 Jul 2026
Axis Large Cap Fund - Regular Plan - Growth	Axis	₹60.0300	17 Jul 2026
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH	Bajaj Finserv	₹10.0990	17 Jul 2026
BANK OF INDIA Large Cap Fund Regular Plan Growth	Bank of India	₹16.7100	17 Jul 2026
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option	Groww	₹42.9000	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹22.3107
16 Jul 2026	₹22.0885
15 Jul 2026	₹22.1211
14 Jul 2026	₹22.0776
13 Jul 2026	₹22.2374
10 Jul 2026	₹22.2115
9 Jul 2026	₹22.0058
8 Jul 2026	₹21.8874
7 Jul 2026	₹22.3387
6 Jul 2026	₹22.3503

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 Large Cap Fund - Regular Plan - Growth is ₹22.3107. It's a Large Cap Fund from Mahindra Manulife, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Mahindra Manulife Large Cap Fund - Regular Plan - Growth has NAV history starting from 19 Mar 2019, a track record of about 7 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

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

Over the trailing 1-year window, Mahindra Manulife Large Cap Fund - Regular Plan - Growth has delivered a absolute return of -3.97% — -2.08 pp behind the Large Cap Fund category average of -1.88%. The fund ranks #14 of 16 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Mahindra Manulife Large Cap Fund - Regular Plan - Growth has delivered a CAGR of 8.91% — -1.04 pp behind the Large Cap Fund category average of 9.95%. The fund ranks #9 of 13 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Mahindra Manulife Large Cap Fund - Regular Plan - Growth has delivered a CAGR of 9.26% — +0.59 pp ahead of the Large Cap Fund category average of 8.66%. The fund ranks #5 of 10 in its category — the second (Q2) quartile.

₹1 lakh invested in Mahindra Manulife Large Cap Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹155,671 today — a multiplier of 1.56×, based on the 5-year CAGR of 9.26%. The category average over the same window would have grown ₹1 lakh to ₹151,480.

A ₹10,000 monthly SIP in Mahindra Manulife Large Cap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹724,278 today. That's an XIRR (money-weighted annualised return) of 7.46%.

Mahindra Manulife Large Cap Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,233,494 — XIRR 10.79%.

On a 5-year basis, Mahindra Manulife Large Cap Fund - Regular Plan - Growth ranks #5 out of 10 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.66%; this fund delivered 9.26%.

The worst peak-to-trough decline Mahindra Manulife Large Cap Fund - Regular Plan - Growth has experienced over the last 5-year window is 17.60% — its NAV fell from a high on 18 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Mahindra Manulife Large Cap Fund - Regular Plan - Growth averaged 16.04% (best 23.31%, worst 9.21%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.23 — weak risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Large Cap Fund - Regular Plan - Growth returned 8.88% — beating the Large Cap Fund category average of 5.57% by 3.31 pp. It ranked #1 of 15 in its category that year.

Mahindra Manulife Large 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 Large 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. Worst 5-year drawdown: 17.6%. 5-year CAGR: 9.26%.

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

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Large Cap Fund

Recent NAVs

Frequently asked questions

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