1Y
-7.59%
3Y
+10.81%
5Y
+10.03%
Since Inception
+12.06%
Sharpe
0.40
Sortino
0.58
Max Drawdown
-16.73%
Volatility
13.41%
Alpha
+0.60%
Beta
0.95
Info Ratio
0.13
Up / Down Capture
99 / 96
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹727 Cr (January - March 2026)
Expense ratio (Direct)0.76%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#34 of 37
Top 92%
3Y CAGR
#23 of 34
Top 68%
5Y CAGR
#17 of 30
Top 57%
Sharpe
#19 of 37
Top 51%