1Y
-3.77%
3Y
+13.71%
5Y
+13.07%
Since Inception
+14.69%
Sharpe
0.67
Sortino
1.07
Max Drawdown
-13.44%
Volatility
11.41%
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
#25 of 32
Top 78%
3Y CAGR
#8 of 32
Top 25%
5Y CAGR
#6 of 28
Top 21%
Sharpe
#5 of 32
Top 16%