1Y
-5.26%
3Y
+8.12%
5Y
+7.94%
Since Inception
+11.62%
Sharpe
0.42
Sortino
0.63
Max Drawdown
-16.73%
Volatility
13.12%
Alpha
+0.62%
Beta
0.95
Info Ratio
0.15
Up / Down Capture
100 / 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
#28 of 34
Top 82%
5Y CAGR
#20 of 31
Top 65%
Sharpe
#23 of 37
Top 62%