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: 12.71%.

Mahindra Manulife

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

Latest NAV

₹26.1609

As of

3 Jun 2026

1,583 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	-0.19%	+0.04%	-0.23	17 / 24	Q3
1W	-2.19%	-1.87%	-0.32	21 / 24	Q4
2W	-0.81%	-0.30%	-0.51	17 / 24	Q3
1M	-0.78%	-0.76%	-0.02	10 / 24	Q2
3M	+0.60%	+0.56%	+0.05	13 / 24	Q3
6M	-3.88%	-3.68%	-0.20	14 / 24	Q3
YTD	-4.69%	-4.06%	-0.63	17 / 24	Q3
1Y	-1.00%	+0.50%	-1.51	16 / 23	Q3
2Y	-1.14%	+2.94%	-4.08	19 / 20	Q4
3Y	+13.38%	+14.82%	-1.43	14 / 17	Q4
4Y	+12.97%	+14.85%	-1.88	14 / 17	Q4
5Y	+12.71%	+12.64%	+0.07	7 / 17	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+16.12%	+9.86%	+6.26	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	-4.69%	-4.06%	-0.63	17 / 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

+22.53%

67 windows

min -8.0% · max 73.9%

84% positive

3-Year rolling

+19.93%

42 windows

min 9.6% · max 28.9%

100% positive

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

5-Year rolling

+19.86%

18 windows

min 12.7% · max 25.8%

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

14.64%

3-year · annualised

Sharpe ratio

0.50

vs risk-free 6.5%

Sortino ratio

0.81

Downside-only deviation

Max drawdown

-20.53%

Sep 2024 → Mar 2025

% positive months

61.1%

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	₹34.9086	3 Jun 2026
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	Mirae Asset	₹149.2770	3 Jun 2026
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss	₹86.1840	3 Jun 2026
DSP BlackRock Opportunities Fund-Regular Plan - Dividend	DSP BlackRock	₹34.8680	3 Jun 2026
HSBC Large & Mid Cap Fund - Regular Growth	HSBC	₹28.7295	3 Jun 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹26.3580	3 Jun 2026
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	PGIM India	₹11.8100	3 Jun 2026
Axis Large & Mid Cap Fund - Regular Plan - Growth	Axis	₹32.9300	2 Jun 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	Bajaj Finserv	₹11.7760	3 Jun 2026
Bharti AXA Equity Fund Eco Plan-Regular Dividend	Bharti AXA	₹27.4000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹26.1609
2 Jun 2026	₹26.2109
1 Jun 2026	₹26.1677
29 May 2026	₹26.4143
27 May 2026	₹26.7457
26 May 2026	₹26.7439
25 May 2026	₹26.7286
22 May 2026	₹26.3935
21 May 2026	₹26.3725
20 May 2026	₹26.3745

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 Large & Mid Cap Fund - Regular Plan - Growth is ₹26.1609. 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 5 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 -1.00% — -1.51 pp behind the Large & Mid Cap Fund category average of 0.50%. The fund ranks #16 of 23 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth has delivered a CAGR of 13.38% — -1.43 pp behind the Large & Mid Cap Fund category average of 14.82%. The fund ranks #14 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 12.71% — +0.07 pp ahead of the Large & Mid Cap Fund category average of 12.64%. The fund ranks #7 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 ₹181,858 today — a multiplier of 1.82×, based on the 5-year CAGR of 12.71%. The category average over the same window would have grown ₹1 lakh to ₹181,310.

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 ₹761,564 today. That's an XIRR (money-weighted annualised return) of 9.47%.

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 ₹761,564 — XIRR 9.47%.

On a 5-year basis, Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth ranks #7 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 12.64%; this fund delivered 12.71%.

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 19.86% (best 25.77%, worst 12.71%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — 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: 12.71%.

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