1Y
-2.08%
3Y
+10.79%
5Y
+11.47%
Since Inception
+14.25%
Sharpe
0.40
Sortino
0.58
Max Drawdown
-22.74%
Volatility
14.25%
Alpha
-1.07%
Beta
0.94
Info Ratio
-0.23
Up / Down Capture
94 / 99
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹512 Cr (January - March 2026)
Expense ratio (Direct)1.89%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#211 of 242
Top 87%
3Y CAGR
#116 of 145
Top 80%
5Y CAGR
#62 of 104
Top 60%
Sharpe
#100 of 242
Top 41%