1Y
+11.83%
3Y
+18.07%
5Y
+14.87%
Since Inception
+20.55%
Sharpe
0.71
Sortino
1.12
Max Drawdown
-20.56%
Volatility
15.81%
Alpha
+6.19%
Beta
1.01
Info Ratio
1.05
Up / Down Capture
114 / 82
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹6.0K Cr (January - March 2026)
Expense ratio (Direct)2.19%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#7 of 32
Top 22%
3Y CAGR
#5 of 23
Top 22%
5Y CAGR
#3 of 9
Top 33%
Sharpe
#4 of 32
Top 12%