Mahindra Manulife Mid Cap Fund - Direct Plan - Growth
code 142110 Mid Cap Fund direct plan · growth NAVs 2018-02-06 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2018-02-06, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 3.37% | -7.96% | -7.02% | -0.95% | 2026-10-09 → 2026-11-09 |
| 3M | -6.03% | -5.22% | -3.44% | -1.78% | 2026-08-07 → 2026-11-09 |
| 6M | -2.19% | 9.05% | 9.90% | -0.84% | 2026-05-08 → 2026-11-09 |
| 1Y | 5.28% | 7.68% | 4.81% | 2.87% | 2025-11-07 → 2026-11-09 |
| 3Y | 16.32% | 15.83% | 13.65% | 2.17% | 2023-11-09 → 2026-11-09 |
| 5Y | 15.48% | 16.79% | 14.85% | 1.94% | 2021-11-09 → 2026-11-09 |
| 7Y | 21.88% | 21.87% | 21.16% | 0.72% | 2019-11-08 → 2026-11-09 |
| 10Y | - | - | - | - | |
| since inception | 18.06% | 18.08% | 15.70% | 2.37% | 2018-02-06 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| fund | 7.04% | 20.67% | 52.30% | 1.96% | 49.29% | 31.20% | 2.66% |
| benchmark | 0.62% | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 1,880 | 22.90% | 12.76% | -22.26% | 93.13% | 83% | 64% |
| 3 years | 1,387 | 25.79% | 25.67% | 11.57% | 36.78% | 100% | 83% |
| 5 years | 894 | 25.12% | 25.69% | 13.84% | 35.95% | 100% | 93% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 15.26% | 14.92% |
| volatility | 18.20% | 17.09% |
| max drawdown | -20.92% | -20.92% |
| downside deviation | 11.90% | 10.87% |
| Sharpe ratio | 0.55 | 0.57 |
| Sortino ratio | 0.84 | 0.89 |
| Calmar ratio | 0.73 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★★★☆ (3y ★★★☆☆ · 5y ★★★★☆ · 10y -) · as of 2026-10 · 104 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds |
|---|---|---|
| return | 58th | 29th |
| volatility | 47th | 72nd |
| Sharpe | 58th | 29th |
| Sortino | 58th | 34th |
| worst fall | 43rd | 43rd |
| risk-adjusted return (MRAR) | 58th | 29th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.