1Y
-5.65%
3Y
+10.13%
5Y
+11.14%
Since Inception
+13.89%
Sharpe
0.53
Sortino
0.79
Max Drawdown
-22.74%
Volatility
14.11%
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
#217 of 238
Top 91%
3Y CAGR
#106 of 143
Top 74%
5Y CAGR
#65 of 103
Top 63%
Sharpe
#110 of 237
Top 46%