• 1 Year Returns: -1.04%
• 3 Year Returns: 11.73%
• 5 Year Returns: 12.46%

• Private Banks | 17.80%
• Pharmaceuticals | 10.83%
• Specialized Finance | 5.52%
• Others | 5.44%
• Construction & Engineering | 4.41%

• ICICI Bank Ltd | 4.54%
• HDFC Bank Ltd | 3.26%
• Axis Bank Ltd | 3.07%
• Federal Bank Ltd | 2.85%
• Indusind Bank Ltd | 2.61%

• Equity | 97.23%
• Cash & Equivalents | 2.41%
• Mutual Funds | 0.36%

The alpha ratio for the Mahindra Manulife Large & Mid Cap Fund is -0.11

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Mahindra Manulife Large & Mid Cap Fund is 14.40

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Mahindra Manulife Large & Mid Cap Fund is -0.22

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Mahindra Manulife Large & Mid Cap Fund is -0.02

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.