Mahindra Manulife Large and Mid Cap Fund Direct Growth

Scheme code: INF174V01945 NAV value: ₹ 27.8735 NAV date: 7 May, 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	15.51	26.35
3 year	6.28	33.32	15.79	24.21
5 year	3.54	26.02	13.5	24.48
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	26.35
3 year	9.08	58.7	29.31	24.21
5 year	3.67	48	18.04	24.48
7 year	3.8	31.03	14.14
10 year	3.8	28.93	12.39
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	26.35
3 year	7.68	33.37	17.09	24.21
5 year	2.35	27.63	13.51	24.48
7 year	3.76	16.01	12.07
10 year	3.56	16.94	10.92
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-36	24.56	-2.59	26.35
3 year	-7.78	14.62	4.22	24.21

- 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

NIFTY LARGEMIDCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	3.25	7.12
3 year	1.11	11.09

- 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%