Mahindra Manulife Large and Mid Cap Fund Direct Growth

Scheme code: INF174V01945 NAV value: ₹ 26.9535 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-8.44	57.08	26.35	30.46
3 year	11.60	37.47	24.21	21.66
5 year	19.70	31.55	24.48	16.04

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	26.35
3 year	6.28	33.32	15.57	24.21
5 year	0.74	26.02	12.91	24.48
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	26.35
3 year	6.56	32.12	15.66	24.21
5 year	1	26.2	12.75	24.48
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	26.35
3 year	7.68	33.37	17	24.21
5 year	0.71	27.63	13.15	24.48
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

- Average return: 26.35% - Median return: 31.75% - Average standard deviation: 5.28

- Average return: 24.21% - Median return: 24.94% - Average standard deviation: 2.07

- Average return: 24.48% - Median return: 23.65% - Average standard deviation: 2.36

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,85,434	85,434	7.12
3 year	36,00,000	49,35,340	13,35,340	11.09
5 year	60,00,000	97,06,935	37,06,935	10.10

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,85,434 - Absolute Returns: ₹85,434 - CAGR: 7.12%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,35,340 - Absolute Returns: ₹13,35,340 - CAGR: 11.09%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹97,06,935 - Absolute Returns: ₹37,06,935 - CAGR: 10.1%