• 1 Year Returns: 7.89%
• 3 Year Returns: 18.06%
• 5 Year Returns: 16.69%

• Private Banks | 15.20%
• Pharmaceuticals | 11.73%
• IT Services & Consulting | 7.56%
• Construction & Engineering | 5.31%
• Telecom Services | 5.09%

• Indus Towers Ltd | 4.08%
• ICICI Bank Ltd | 3.73%
• Glenmark Pharmaceuticals Ltd | 3.29%
• UltraTech Cement Ltd | 3.12%
• State Bank of India | 3.07%

• Equity | 94.02%
• Cash & Equivalents | 4.96%
• Mutual Funds | 1.02%

The alpha ratio for the Mahindra Manulife Large & Mid Cap Fund is 0.32

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 14.45

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.