1Y
-7.75%
3Y
+10.25%
5Y
+11.36%
Since Inception
+13.46%
Sharpe
0.49
Sortino
0.76
Max Drawdown
-17.63%
Volatility
13.94%
Alpha
-1.66%
Beta
0.90
Info Ratio
-0.77
Up / Down Capture
90 / 96
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹926 Cr (January - March 2026)
Expense ratio (Direct)0.78%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#51 of 58
Top 88%
3Y CAGR
#50 of 56
Top 89%
5Y CAGR
#35 of 45
Top 78%
Sharpe
#37 of 58
Top 64%