1Y
-1.76%
3Y
+12.42%
5Y
+11.22%
Since Inception
+14.53%
Sharpe
0.53
Sortino
0.82
Max Drawdown
-13.44%
Volatility
11.37%
Alpha
+5.58%
Beta
1.19
Info Ratio
1.54
Up / Down Capture
137 / 106
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹2.1K Cr (January - March 2026)
Expense ratio (Direct)1.32%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#31 of 32
Top 97%
3Y CAGR
#13 of 32
Top 41%
5Y CAGR
#11 of 28
Top 39%
Sharpe
#8 of 32
Top 25%