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Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

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Category: Equity: Multi Cap
Launch Date: 05-05-2017
Asset Class: Equity
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Expense Ratio: 1.8% As on (28-02-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 6,172.89 Cr As on (27-02-2026)
Turn over: 102
NAV as on 12-03-2026

34.109

-0.24 (-0.713%)

CAGR Since Inception

14.91%

NIFTY500 MULTICAP 50:25:25 TRI 15.31%

PERFORMANCE of Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 13-03-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 13.43 18.86 16.65 - 14.91
NIFTY500 MULTICAP 50:25:25 TRI 9.82 17.27 14.69 15.62 15.31
Equity: Multi Cap 8.59 17.08 14.67 15.11 10.21

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Vishal Jajoo & Ms. Fatema Pacha

Investment Objective

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 13.97 1.09 1.75 0.97 6.56 2.0
Equity: Multi Cap - - - - - -

PEER COMPARISION of Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 13-03-2026
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 13.43 6.62 18.86 16.65 0.0
Groww Multicap Fund - Regular - Growth 16-12-2024 17.47 0.0 0.0 0.0 0.0
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 15.41 7.64 21.43 0.0 0.0
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 14.46 8.34 20.46 0.0 0.0
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 13.9 5.26 17.98 11.49 0.0
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 12.8 4.11 11.45 0.0 0.0
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 12.07 7.21 16.91 0.0 0.0
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 11.41 5.99 20.6 0.0 0.0
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 11.37 6.93 0.0 0.0 0.0
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 11.33 8.09 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Asset Allocation (%)