Should I invest in Mahindra Manulife Large & Mid Cap Fund?

We don't give personal investment advice. Mahindra Manulife Large & Mid 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: 20.5%. 5-year CAGR: 12.87%.

Mahindra Manulife

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Latest NAV

₹27.5316

As of

17 Jul 2026

1,614 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%	+0.11%	+0.08	9 / 24	Q2
1W	-0.21%	-0.30%	+0.09	12 / 24	Q2
2W	+1.04%	+0.23%	+0.81	3 / 24	Q1
1M	+2.41%	+1.45%	+0.96	4 / 24	Q1
3M	+3.87%	+3.53%	+0.34	11 / 24	Q2
6M	+0.70%	+2.13%	-1.43	19 / 24	Q4
YTD	+0.30%	+0.23%	+0.07	15 / 24	Q3
1Y	-0.63%	+2.15%	-2.78	20 / 24	Q4
2Y	+0.05%	+1.63%	-1.58	18 / 21	Q4
3Y	+12.43%	+14.19%	-1.76	15 / 17	Q4
4Y	+14.70%	+15.76%	-1.05	13 / 17	Q4
5Y	+12.87%	+12.37%	+0.51	6 / 17	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+16.71%	+10.67%	+6.05	5 / 24	Q1

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	+0.30%	+0.23%	+0.07	15 / 24
2025	+1.80%	+3.12%	-1.32	14 / 22
2024	+16.01%	+22.31%	-6.30	15 / 18
2023	+32.16%	+29.01%	+3.15	3 / 17
2022	+1.93%	-0.46%	+2.39	3 / 17
2021	+44.38%	+33.85%	+10.52	1 / 17
2020	+16.71%	+16.04%	+0.68	10 / 16

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

+23.06%

68 windows

min -6.4% · max 71.8%

85% positive

3-Year rolling

+20.22%

44 windows

min 12.4% · max 31.4%

100% positive

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

5-Year rolling

+19.82%

19 windows

min 12.9% · max 27.7%

100% positive

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

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

14.87%

3-year · annualised

Sharpe ratio

0.43

vs risk-free 6.5%

Sortino ratio

0.67

Downside-only deviation

Max drawdown

-20.53%

Sep 2024 → Mar 2025

% positive months

63.9%

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 & Mid Cap Fund

Scheme	Fund house	NAV	As of
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Motilal Oswal	₹35.7213	17 Jul 2026
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	Mirae Asset	₹157.4500	17 Jul 2026
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss	₹89.9810	17 Jul 2026
DSP BlackRock Opportunities Fund-Regular Plan - Dividend	DSP BlackRock	₹36.7320	17 Jul 2026
HSBC Large & Mid Cap Fund - Regular Growth	HSBC	₹29.3277	17 Jul 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹27.4066	17 Jul 2026
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	PGIM India	₹12.5600	17 Jul 2026
Axis Large & Mid Cap Fund - Regular Plan - Growth	Axis	₹34.4400	17 Jul 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	Bajaj Finserv	₹12.3410	17 Jul 2026
Bharti AXA Equity Fund Eco Plan-Regular Dividend	Bharti AXA	₹28.7400	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹27.5316
16 Jul 2026	₹27.4812
15 Jul 2026	₹27.6128
14 Jul 2026	₹27.4692
13 Jul 2026	₹27.6093
10 Jul 2026	₹27.5903
9 Jul 2026	₹27.2308
8 Jul 2026	₹26.9760
7 Jul 2026	₹27.3865
6 Jul 2026	₹27.4549

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 & Mid Cap Fund - Regular Plan - Growth is ₹27.5316. It's a Large & Mid 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 & Mid Cap Fund - Regular Plan - Growth has NAV history starting from 01 Jan 2020, a track record of about 6 years 6 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 & Mid Cap Fund - Regular Plan - Growth is managed by Mahindra Manulife. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth has delivered a absolute return of -0.63% — -2.78 pp behind the Large & Mid Cap Fund category average of 2.15%. The fund ranks #20 of 24 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth has delivered a CAGR of 12.43% — -1.76 pp behind the Large & Mid Cap Fund category average of 14.19%. The fund ranks #15 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth has delivered a CAGR of 12.87% — +0.51 pp ahead of the Large & Mid Cap Fund category average of 12.37%. The fund ranks #6 of 17 in its category — the second (Q2) quartile.

₹1 lakh invested in Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹183,202 today — a multiplier of 1.83×, based on the 5-year CAGR of 12.87%. The category average over the same window would have grown ₹1 lakh to ₹179,127.

A ₹10,000 monthly SIP in Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹789,855 today. That's an XIRR (money-weighted annualised return) of 10.94%.

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹789,855 — XIRR 10.94%.

On a 5-year basis, Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth ranks #6 out of 17 funds in the Large & Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.37%; this fund delivered 12.87%.

The worst peak-to-trough decline Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth has experienced over the last 5-year window is 20.53% — its NAV fell from a high on 27 Sep 2024 to a low on 03 Mar 2025. 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 & Mid Cap Fund - Regular Plan - Growth averaged 19.82% (best 27.68%, worst 12.87%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth returned 1.80% — lagging the Large & Mid Cap Fund category average of 3.12% by 1.32 pp. It ranked #14 of 22 in its category that year.

Mahindra Manulife Large & Mid 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 & Mid 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: 20.5%. 5-year CAGR: 12.87%.

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