1Y
-2.41%
3Y
+11.61%
5Y
+11.11%
Since Inception
+14.34%
Sharpe
0.70
Sortino
1.11
Max Drawdown
-13.44%
Volatility
11.14%
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
#29 of 32
Top 91%
3Y CAGR
#12 of 32
Top 38%
5Y CAGR
#10 of 28
Top 36%
Sharpe
#5 of 32
Top 16%