Mahindra Manulife Dynamic Term Fund
Direct · Growth ₹16.47
11 Nov 2026
NAV
5.9%
3Y CAGR
5.9%
5Y CAGR
6.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-2.96
Sharpe
-2.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.37 L | 6.3% | -2.9% | 12.8% |
| 3 Years | ₹36.00 L | ₹39.31 L | 6.0% | 2.1% | 10.0% |
| 5 Years | ₹60.00 L | ₹70.45 L | 6.4% | 4.6% | 7.8% |
| 7 Years | ₹84.00 L | ₹1.05 Cr | 6.5% | 5.9% | 7.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.3% | 5.9% |
| 3 Years | 6.0% | 7.4% |
| 5 Years | 6.4% | 6.9% |
| 7 Years | 6.5% | 7.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.3% | 6.9% | -0.5% | 11.8% | -0.08 | -0.09 | 99% | — | — |
| 3 Years | 5.9% | 5.9% | 3.6% | 8.8% | -0.36 | -0.39 | 100% | — | — |
| 5 Years | 5.9% | 5.8% | 5.5% | 6.4% | -2.96 | -0.95 | 100% | — | — |
-2.3%
Max Drawdown
5 mo
Drawdown Duration
3 mo
Recovery Time
-0.2%
Avg Drawdown
Calmar Ratio by Duration
2.68
1Y
2.53
3Y
2.50
5Y
2.66
7Y