1Y
+3.64%
3Y
+17.83%
5Y
-
Since Inception
+16.63%
Sharpe
0.45
Sortino
0.70
Max Drawdown
-21.44%
Volatility
16.95%
Alpha
+6.72%
Beta
1.03
Info Ratio
1.50
Up / Down Capture
122 / 94
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2023-09-13
AUM₹1.3K Cr (January - March 2026)
Expense ratio (Direct)0.60%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#138 of 242
Top 57%
3Y CAGR
#47 of 145
Top 32%
5Y CAGR
-
Sharpe
#84 of 242
Top 35%