1Y
+5.93%
3Y
+10.00%
5Y
+8.54%
Since Inception
+10.57%
Sharpe
0.47
Sortino
0.69
Max Drawdown
-7.81%
Volatility
5.84%
Alpha
+2.84%
Beta
0.99
Info Ratio
1.45
Up / Down Capture
116 / 77
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹549 Cr (January - March 2026)
Expense ratio (Direct)1.32%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#7 of 25
Top 28%
3Y CAGR
#7 of 22
Top 32%
5Y CAGR
#6 of 18
Top 33%
Sharpe
#5 of 25
Top 20%