- Scheme Category:
- Equity Scheme >
- Value Fund/Contra Fund
NAV: ₹ ↑ 0.83%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Mahindra Manulife Value Fund - Direct Plan - Growth and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Mahindra Manulife Value Fund - Direct Plan - Growth | 2.83% | 0.83% | 2.63% | 1.46% | 2.8% | 11.87% | - | - | - | - |
| ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - Growth | -7.24% | -0.33% | 0.63% | -0.5% | -4.81% | 0.14% | 17.49% | 17.55% | 18.34% | 15.78% |
| HDFC Value Fund - Growth Option - Direct Plan | -2.59% | 0.07% | 1.9% | -0.12% | -0.69% | 4.8% | 18.61% | 16.04% | 14.83% | 15.16% |
| Nippon India Value Fund - Direct Plan Growth Plan | -3.75% | 0.19% | 1.61% | -0.76% | -1.82% | 1.18% | 20.1% | 17.42% | 17.34% | 16.89% |
| Aditya Birla Sun Life Value Fund - Growth - Direct Plan | 2.52% | 0.4% | 2.38% | 2.75% | 5.29% | 9.5% | 20.46% | 16.06% | 15.2% | 14.09% |
| Axis Value Fund - Direct Plan - Growth | -1.02% | 0.39% | 1.95% | 1.65% | -0.34% | 7.72% | 21.94% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -3.62% | 1.08% | 0.89% | 4.13% | 1.23% | 1.45% | -2.66% | -0.28% | -9.9% | 9.58% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 95.97% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 4.03% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Oil India Limited | OIL (INE274J01014) | Oil | 3.20% |
| Indus Towers Limited | INDUSTOWER (INE121J01017) | Telecom - Services | 3.16% |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 2.71% |
| Tube Investments Of India Limited | TIINDIA (INE974X01010) | Auto Components | 2.71% |
| Bajaj Auto Limited | BAJAJ-AUTO (INE917I01010) | Automobiles | 2.62% |
| IndusInd Bank Limited | INDUSINDBK (INE095A01012) | Banks | 2.54% |
| JSW Energy Limited | JSWENERGY (INE121E01018) | Power | 2.50% |
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 2.34% |
| Infosys Limited | INFY (INE009A01021) | IT - Software | 2.16% |
| Voltamp Transformers Limited | VOLTAMP (INE540H01012) | Electrical Equipment | 2.14% |
| Glenmark Pharmaceuticals Limited | GLENMARK (INE935A01035) | Pharmaceuticals & Biotechnology | 2.10% |
| Grasim Industries Limited | GRASIM (INE047A01021) | Cement & Cement Products | 2.08% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 2.07% |
| Tech Mahindra Limited | TECHM (INE669C01036) | IT - Software | 1.96% |
| The Ramco Cements Limited | RAMCOCEM (INE331A01037) | Cement & Cement Products | 1.84% |
| Jindal Saw Ltd | JINDALSAW (INE324A01032) | Industrial Products | 1.82% |
| Sun Pharmaceutical Industries Limited | SUNPHARMA (INE044A01036) | Pharmaceuticals & Biotechnology | 1.81% |
| Biocon Limited | BIOCON (INE376G01013) | Pharmaceuticals & Biotechnology | 1.78% |
| Alkem Laboratories Limited | ALKEM (INE540L01014) | Pharmaceuticals & Biotechnology | 1.65% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 1.63% |
| IDFC First Bank Limited | IDFCFIRSTB (INE092T01019) | Banks | 1.63% |
| Tata Consultancy Services Limited | TCS (INE467B01029) | IT - Software | 1.62% |
| Vodafone Idea Limited | IDEA (INE669E01016) | Telecom - Services | 1.58% |
| Mahindra Logistics Limited | MAHLOG (INE766P01016) | Transport Services | 1.58% |
| REC Limited | RECLTD (INE020B01018) | Finance | 1.57% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 1.57% |
| CEAT Limited | CEATLTD (INE482A01020) | Auto Components | 1.56% |
| HCL Technologies Limited | HCLTECH (INE860A01027) | IT - Software | 1.54% |
| Shriram Pistons & Rings Limited | SHRIPISTON (INE526E01018) | Auto Components | 1.42% |
| The Federal Bank Limited | FEDERALBNK (INE171A01029) | Banks | 1.39% |
| Kajaria Ceramics Limited | KAJARIACER (INE217B01036) | Consumer Durables | 1.37% |
| NMDC Limited | NMDC (INE584A01023) | Minerals & Mining | 1.37% |
| Aurobindo Pharma Limited | AUROPHARMA (INE406A01037) | Pharmaceuticals & Biotechnology | 1.36% |
| Coal India Limited | COALINDIA (INE522F01014) | Consumable Fuels | 1.35% |
| Bharat Heavy Electricals Limited | BHEL (INE257A01026) | Electrical Equipment | 1.34% |
| Bandhan Bank Limited | BANDHANBNK (INE545U01014) | Banks | 1.28% |
| Bharat Petroleum Corporation Limited | BPCL (INE029A01011) | Petroleum Products | 1.26% |
| Cipla Limited | CIPLA (INE059A01026) | Pharmaceuticals & Biotechnology | 1.23% |
| Tata Motors Ltd | INE1TAE01010 | Agricultural, Commercial & Construction Vehicles | 1.18% |
| Ambuja Cements Limited | AMBUJACEM (INE079A01024) | Cement & Cement Products | 1.15% |
| CESC Limited | CESC (INE486A01021) | Power | 1.12% |
| K.P.R. Mill Limited | KPRMILL (INE930H01031) | Textiles & Apparels | 1.11% |
| Petronet LNG Limited | PETRONET (INE347G01014) | Gas | 1.11% |
| PNB Housing Finance Limited | PNBHOUSING (INE572E01012) | Finance | 1.08% |
| Hindustan Unilever Limited | HINDUNILVR (INE030A01027) | Diversified FMCG | 1.07% |
| Thermax Limited | THERMAX (INE152A01029) | Electrical Equipment | 1.07% |
| Asahi India Glass Limited | ASAHIINDIA (INE439A01020) | Auto Components | 1.06% |
| GAIL (India) Limited | GAIL (INE129A01019) | Gas | 1.03% |
| Hindustan Petroleum Corporation Limited | HINDPETRO (INE094A01015) | Petroleum Products | 1.00% |
| Rolex Rings Limited | ROLEXRINGS (INE645S01024) | Auto Components | 0.97% |
| Steel Authority of India Limited | SAIL (INE114A01011) | Ferrous Metals | 0.97% |
| Wipro Limited | WIPRO (INE075A01022) | IT - Software | 0.95% |
| Sun TV Network Limited | SUNTV (INE424H01027) | Entertainment | 0.95% |
| NHPC Limited | NHPC (INE848E01016) | Power | 0.88% |
| Gokaldas Exports Limited | GOKEX (INE887G01027) | Textiles & Apparels | 0.88% |
| Gujarat Industries Power Company Limited | GIPCL (INE162A01010) | Power | 0.83% |
| LMW Limited | LMW (INE269B01029) | Industrial Manufacturing | 0.82% |
| NBCC (India) Limited | NBCC (INE095N01031) | Construction | 0.81% |
| Aditya Birla Fashion and Retail Limited | ABFRL (INE647O01011) | Retailing | 0.80% |
| Ujjivan Small Finance Bank Limited | UJJIVANSFB (INE551W01018) | Banks | 0.79% |
| Equitas Small Finance Bank Limited | EQUITASBNK (INE063P01018) | Banks | 0.79% |
| Kirloskar Brothers Limited | KIRLOSBROS (INE732A01036) | Industrial Products | 0.78% |
| Whirlpool of India Limited | WHIRLPOOL (INE716A01013) | Consumer Durables | 0.71% |
| Carborundum Universal Limited | CARBORUNIV (INE120A01034) | Industrial Products | 0.66% |
| EID Parry India Limited | EIDPARRY (INE126A01031) | Food Products | 0.56% |
Portfolio data is as on date 31 March, 2026
NAV history
Mahindra Manulife Value Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 12.6037 | 0.83% |
| 26 May, 2026 | 12.5004 | 0.03% |
| 25 May, 2026 | 12.4962 | 1.28% |
| 22 May, 2026 | 12.3383 | -0.02% |
| 21 May, 2026 | 12.3404 | 0.49% |
| 20 May, 2026 | 12.2806 | -0.02% |
| 19 May, 2026 | 12.2827 | 0.58% |
| 18 May, 2026 | 12.2120 | -0.66% |
| 15 May, 2026 | 12.2928 | -0.3% |
| 14 May, 2026 | 12.3295 | 0.5% |
| 13 May, 2026 | 12.2686 | 0.76% |
| 12 May, 2026 | 12.1762 | -2.21% |
| 11 May, 2026 | 12.4511 | -1.27% |
| 8 May, 2026 | 12.6107 | -0.05% |
| 7 May, 2026 | 12.6164 | 0.43% |
| 6 May, 2026 | 12.5620 | 1.34% |
| 5 May, 2026 | 12.3962 | -0.5% |
| 4 May, 2026 | 12.4587 | 0.67% |
| 30 April, 2026 | 12.3760 | -0.45% |
| 29 April, 2026 | 12.4317 | 0.3% |
| 28 April, 2026 | 12.3944 | -0.22% |
| 27 April, 2026 | 12.4218 | 1.7% |
| 24 April, 2026 | 12.2145 | -1.57% |
| 23 April, 2026 | 12.4093 | -0.63% |
| 22 April, 2026 | 12.4883 | 0.07% |
| 21 April, 2026 | 12.4790 | 0.74% |
| 20 April, 2026 | 12.3869 | 0.17% |
| 17 April, 2026 | 12.3658 | 1.17% |
| 16 April, 2026 | 12.2231 | 0.56% |
| 15 April, 2026 | 12.1553 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Mahindra Manulife Value Fund - Direct Plan - Growth?
The latest NAV of Mahindra Manulife Value Fund - Direct Plan - Growth is 12.6037 as on 27 May, 2026.What are YTD (year to date) returns of Mahindra Manulife Value Fund - Direct Plan - Growth?
The YTD (year to date) returns of Mahindra Manulife Value Fund - Direct Plan - Growth are 2.83% as on 27 May, 2026.What are 1 year returns of Mahindra Manulife Value Fund - Direct Plan - Growth?
The 1 year returns of Mahindra Manulife Value Fund - Direct Plan - Growth are 11.87% as on 27 May, 2026.