Mahindra Manulife Multi Cap Fund
Multi Cap Fund
Launch Date: 20 Apr 2017
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Review
Provides average results with good returns but weaker consistency.
Mahindra Manulife Multi Cap Fund
Multi Cap Fund
Fund Health
Returns 📈
Typically 17-27% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Low
Quality 🏆
Extra Returns for the Risk -
Average
Consistency of Performance -
Average
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Mahindra Manulife Multi Cap Fund | 23% | 20% | 9% | Average |
Quant Multi Cap Fund | 23% | 11% | 5% | Average |
Nippon India Multi Cap Fund | 17% | 19% | 17% | Average |
Nifty500 Multicap Benchmark | 16% | 18% | 14% | — |
Multi Cap Fund Category Average | 18% | 18% | 12% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Average
Delivers moderate returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Track Record
Recent Performance
+40%
+20%
0%
-10%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Mar '20
Jun '22
Mar '23
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
17 months
Fund
|
18 months
Index
Average time taken to recover after a major fall
Fastest recovery
2 mth|3 mth
Slowest recovery
37 mth|39 mth
Details
AUM
₹913 Cr
Expense Ratio
0.41%
Exit Load
An Exit Load of 1% is payable if Units are redeemed / switched-out upto 3 months from the date of allotment; Nil if Units are redeemed / switched-out after 3 months from the date of allotment
Minimum Amount
N/A
Fund Manager
FM-1 Mr. Manish Lodha FM-2 Ms. Fatema Pacha
Fund House
Mahindra Manulife Investment Management Pvt Ltd
Launch Date
20 Apr 2017
Age
9 years
Category
Multi Cap Fund
Benchmark
NIFTY500 MULTICAP TRI
FAQs
Is Mahindra Manulife Multi Cap Fund a good mutual fund?
Mahindra Manulife Multi Cap Fund is a Average fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 23%
•
Risk of earning less than FD returns has been Low
•
Performance consistency has been Average
Compared with other funds in the Multi Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
Should I invest in Mahindra Manulife Multi Cap Fund?
Mahindra Manulife Multi Cap Fund can be considered, but there are other funds in the category with stronger risk-adjusted performance or better consistency.
Investors should compare alternatives before investing.
Is Mahindra Manulife Multi Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Mahindra Manulife Multi Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 9% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Mahindra Manulife Multi Cap Fund?
Yes.
Like all equity mutual funds, Mahindra Manulife Multi Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Mahindra Manulife Multi Cap Fund?
Historically, investors holding Mahindra Manulife Multi Cap Fund for 5+ years experienced:
•
Typical returns around 23% p.a.
•
Best represented by recent returns of 18% p.a.
•
Worst historical outcome of 13% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Mahindra Manulife Multi Cap Fund?
Mahindra Manulife Multi Cap Fund has a Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 9%
•
Average fall during major market declines: 22%
•
Average recovery time: 17 months
How does Mahindra Manulife Multi Cap Fund perform during market crashes?
During major market declines, Mahindra Manulife Multi Cap Fund has historically fallen around 22% compared with 24% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Mahindra Manulife Multi Cap Fund take to recover after a fall?
Historically, Mahindra Manulife Multi Cap Fund has taken around 17 months to recover from major market declines.
The benchmark recovered in approximately 17 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Mahindra Manulife Multi Cap Fund?
Mahindra Manulife Multi Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Multi Cap Fund funds
Who should avoid Mahindra Manulife Multi Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Mahindra Manulife Multi Cap Fund suitable for SIP investing?
Mahindra Manulife Multi Cap Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Mahindra Manulife Multi Cap Fund earns less than a fixed deposit?
Historically, investors holding Mahindra Manulife Multi Cap Fund for 3 years earned less than FD returns in approximately 9% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Mahindra Manulife Multi Cap Fund?
Mahindra Manulife Multi Cap Fund has shown Average consistency compared with other funds in its category.
Historically:
•
Top performer: 34%
•
Bottom performer: 12%
Is the extra return from Mahindra Manulife Multi Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Mahindra Manulife Multi Cap Fund delivered Average risk-adjusted returns compared with similar funds.
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