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Mahindra Manulife Mutual Fund

Mahindra Manulife Multi Cap Fund

Mahindra Manulife Mutual Fund · Direct plan · Growth

3-year returns
17.4%
a year
NAV
₹46.64
▲ 0.97% · 18 Sept 2026
Fund size
₹7,662 Cr
Expense ratio
0.87%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹39.57 and has returned 15.73% a year over 3 years.

Returns, and where it stands

Against the average multi cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year11.8%5.3%ahead3 of 31
3 years17.4%14.6%ahead5 of 21
5 years16.1%14%ahead2 of 8
Every period, and the Regular plan →
PeriodDirectRegular
1 month0%-0.1%
3 months5.2%4.9%
6 months17.1%16.3%
1 year11.8%10.3%
2 yearsp.a.5.2%3.8%
3 yearsp.a.17.4%15.7%
5 yearsp.a.16.1%14.3%
7 yearsp.a.23.1%21.2%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from May 2017.

Plan

NAV history

▲ 11.76% in the last 1Y

37.842.747.618 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹39,692
XIRR (per year)
13.42%
Value today
₹2,19,692

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
16.6% a year
1.9% more than the category average — the bumpier side
Worst fall so far
−34.4%
Feb 2020 to Mar 2020, against −22.8% for the category.
Years that made money
84.2%
Of every one-year stretch it has been through.
Over any three years
-0.9% to 38.4%
A year, at worst and at best. Typically 22.1%.

Fund details

Minimum lumpsum
₹1,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
11 May 2017
Portfolio turnover
1.16x
Expense ratio
0.87%
as of 31 Jul 2026

Managed by Fatema Pacha, Vishal Jajoo

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Mahindra Manulife Multi Cap Fund against other funds in the Multi Cap Fund category
Fund1Y3Y5YExpenseFund size
Axis Multicap Fund8.94%19.49%1.1%₹11,985 Cr
HSBC Multi Cap Fund7.44%18.31%0.84%₹6,503 Cr
LIC MF Multi Cap Fund8.53%18.19%0.82%₹2,254 Cr
Bank of India Multi Cap Fund10.87%17.55%0.74%₹1,335 Cr
Mahindra Manulife Multi Cap Fund11.76%17.37%16.11%0.87%₹7,662 Cr
ITI Multi Cap Fund10.97%16.95%14.3%0.84%₹1,543 Cr
Kotak Multi Cap Fund3.33%16.5%0.72%₹30,529 Cr

About Mahindra Manulife Multi Cap Fund

Mahindra Manulife Multi Cap Fund is a multi cap fund managed by Mahindra Manulife Mutual Fund. Invest at least 25% each in large, mid and small caps, giving exposure across company sizes.

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.

The scheme's stated objective, as published by Mahindra Manulife Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹46.6388141226
DirectIDCW₹33.3783141223
RegularGrowth₹39.5706141224
RegularIDCW₹26.9908141225

Frequently asked questions

What is the NAV of Mahindra Manulife Multi Cap Fund today?

The NAV of Mahindra Manulife Multi Cap Fund (Direct plan, Growth) is ₹46.6388 and the Regular plan NAV is ₹39.5706, as of 18 Sept 2026.

What returns has Mahindra Manulife Multi Cap Fund given?

Over the last year the Direct plan returned 11.76%, and 17.37% a year over 3 years and 16.11% a year over 5 years. That places it 5 of 21 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Mahindra Manulife Multi Cap Fund?

The Direct plan charges 0.87% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Mahindra Manulife Multi Cap Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹1,000 or more.

How much has Mahindra Manulife Multi Cap Fund fallen in the past?

Its deepest fall was 34.4% from 20 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 84% ended in a gain.

Which category does Mahindra Manulife Multi Cap Fund belong to?

It is a Multi Cap Fund from Mahindra Manulife Mutual Fund. Invest at least 25% each in large, mid and small caps, giving exposure across company sizes.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Mahindra Manulife Multi Cap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.