1Y
+4.12%
3Y
+10.65%
5Y
+9.43%
Since Inception
+10.29%
Sharpe
0.51
Sortino
0.75
Max Drawdown
-7.81%
Volatility
5.93%
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 23
Top 30%
3Y CAGR
#5 of 21
Top 24%
5Y CAGR
#4 of 18
Top 22%
Sharpe
#8 of 23
Top 35%