Mahindra Manulife Large Cap Fund Direct Growth

Scheme code: INF174V01721 NAV value: ₹ 25.2278 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year1.4944.0024.6623.94
3 year10.2532.4718.1717.2
5 year15.5527.5619.1013.9

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5124.66
3 year 6.2833.3215.7918.17
5 year 3.5426.0213.519.1
7 year 3.3315.6211.71
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY NEXT 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -12.4982.2631.0424.66
3 year 8.1528.117.9518.17
5 year 3.6742.3513.6819.1
7 year -2.1419.4412.59
10 year 3.392313.41
12 year 1.8121.1813.31
15 year 7.3620.7813.11
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0624.66
3 year 9.0858.729.3118.17
5 year 3.674818.0419.1
7 year 3.831.0314.14
10 year 3.828.9312.39
12 year 3.6326.6512.59
15 year 7.0132.2612.89

Rolling return for 1 year

- Average return: 24.66% - Median return: 28.05% - Average standard deviation: 4.39

Rolling return for 3 year

- Average return: 18.17% - Median return: 17.53% - Average standard deviation: 1.79

Rolling return for 5 year

- Average return: 19.1% - Median return: 18.27% - Average standard deviation: 1.22

SIP rolling returns

Summary

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 year12,00,00013,00,1231,00,1238.35
3 year36,00,00046,32,70610,32,7068.77
5 year60,00,00098,46,68438,46,68410.42

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.98.35
3 year 7.38.77
5 year 7.4810.42
NIFTY NEXT 50
Duration Average return (%) Fund's return (%)
1 year 7.58.35
3 year 9.498.77
5 year 8.6610.42
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.028.35
3 year 20.648.77
5 year 1310.42

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,00,123 - Absolute Returns: ₹1,00,123 - CAGR: 8.35%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,32,706 - Absolute Returns: ₹10,32,706 - CAGR: 8.77%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹98,46,684 - Absolute Returns: ₹38,46,684 - CAGR: 10.42%