1Y
-6.76%
3Y
+10.50%
5Y
+11.42%
Since Inception
+13.44%
Sharpe
0.47
Sortino
0.70
Max Drawdown
-22.74%
Volatility
14.41%
Alpha
-1.60%
Beta
0.94
Info Ratio
-0.33
Up / Down Capture
92 / 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
#187 of 225
Top 83%
3Y CAGR
#102 of 128
Top 80%
5Y CAGR
#67 of 99
Top 68%
Sharpe
#104 of 225
Top 46%