1Y
-0.80%
3Y
+17.87%
5Y
+16.37%
Since Inception
+18.33%
Sharpe
0.81
Sortino
1.29
Max Drawdown
-16.47%
Volatility
13.81%
Alpha
+4.74%
Beta
0.91
Info Ratio
0.90
Up / Down Capture
108 / 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
#9 of 29
Top 31%
3Y CAGR
#3 of 26
Top 12%
5Y CAGR
#3 of 22
Top 14%
Sharpe
#2 of 29
Top 7%