1Y
-3.56%
3Y
+14.56%
5Y
+13.95%
Since Inception
+16.32%
Sharpe
0.64
Sortino
0.97
Max Drawdown
-20.01%
Volatility
14.91%
Alpha
-0.17%
Beta
0.94
Info Ratio
-0.18
Up / Down Capture
97 / 99
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹2.7K Cr (January - March 2026)
Expense ratio (Direct)0.69%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#25 of 33
Top 76%
3Y CAGR
#20 of 28
Top 71%
5Y CAGR
#16 of 28
Top 57%
Sharpe
#15 of 33
Top 45%