Mahindra Manulife Multi Cap Fund Direct Growth

Scheme code: INF174V01341 NAV value: ₹ 38.0821 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Multi Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-3.0260.0131.6230.54
3 year13.6840.0025.8423.57
5 year13.1634.6121.8617.85
7 year17.0022.4619.9116.27

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5131.62
3 year 6.2833.3215.7925.84
5 year 3.5426.0213.521.86
7 year 3.3315.6211.7119.91
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0631.62
3 year 9.0858.729.3125.84
5 year 3.674818.0421.86
7 year 3.831.0314.1419.91
10 year 3.828.9312.39
12 year 3.6326.6512.59
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7631.62
3 year 7.6833.3717.0925.84
5 year 2.3527.6313.5121.86
7 year 3.7616.0112.0719.91
10 year 3.5616.9410.92
12 year 3.3116.5411.01
15 year 6.5616.4210.96
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3624.56-2.5931.62
3 year -7.7814.624.2225.84
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6831.62
3 year 8.0434.4618.2625.84
5 year 3.3728.6414.2121.86
7 year 3.9716.4212.4119.91
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22
NIFTY500 MULTICAP MOMENTUM QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -21.771890.37230.6431.62
3 year -52.59270.13117.8325.84
5 year -40.0432.27-8.6721.86
7 year -24.4424.563.8319.91
10 year -15.5126.3811.5
12 year -8.1925.411.03
15 year -5.5225.98.36

Rolling return for 1 year

- Average return: 31.62% - Median return: 37.27% - Average standard deviation: 5.93

Rolling return for 3 year

- Average return: 25.84% - Median return: 25.91% - Average standard deviation: 2.15

Rolling return for 5 year

- Average return: 21.86% - Median return: 22.4% - Average standard deviation: 1.12

Rolling return for 7 year

- Average return: 19.91% - Median return: 19.89% - Average standard deviation: 0.71

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 year12,00,00013,16,3751,16,3759.70
3 year36,00,00051,24,94315,24,94312.50
5 year60,00,0001,10,48,83650,48,83612.99
7 year84,00,0002,02,88,9731,18,88,97313.43

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.99.7
3 year 7.312.5
5 year 7.4812.99
7 year 6.3913.43
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.7
3 year 20.6412.5
5 year 1312.99
7 year 9.4813.43
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.7
3 year 8.2212.5
5 year 7.7712.99
7 year 6.613.43
NIFTY LARGEMIDCAP 250
Duration Average return (%) Fund's return (%)
1 year 3.259.7
3 year 1.1112.5
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.589.7
3 year 8.7112.5
5 year 8.2212.99
7 year 6.8213.43
NIFTY500 MULTICAP MOMENTUM QUALITY 50
Duration Average return (%) Fund's return (%)
1 year 11.279.7
3 year 123.0112.5
5 year 48.3812.99
7 year 23.9613.43

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,16,375 - Absolute Returns: ₹1,16,375 - CAGR: 9.7%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,24,943 - Absolute Returns: ₹15,24,943 - CAGR: 12.5%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,10,48,836 - Absolute Returns: ₹50,48,836 - CAGR: 12.99%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹2,02,88,973 - Absolute Returns: ₹1,18,88,973 - CAGR: 13.43%