1Y
-0.06%
3Y
+11.79%
5Y
+9.09%
Since Inception
+13.01%
Sharpe
0.32
Sortino
0.47
Max Drawdown
-16.73%
Volatility
13.30%
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
#22 of 34
Top 65%
5Y CAGR
#22 of 31
Top 71%
Sharpe
#21 of 37
Top 57%