1Y
+1.11%
3Y
+14.72%
5Y
+13.45%
Since Inception
+17.63%
Sharpe
0.64
Sortino
0.99
Max Drawdown
-16.47%
Volatility
13.73%
Alpha
+4.92%
Beta
0.91
Info Ratio
0.98
Up / Down Capture
109 / 87
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹2.2K Cr (January - March 2026)
Expense ratio (Direct)1.56%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#25 of 29
Top 86%
3Y CAGR
#12 of 28
Top 43%
5Y CAGR
#4 of 23
Top 17%
Sharpe
#4 of 29
Top 14%