1Y
+4.74%
3Y
+12.06%
5Y
+12.42%
Since Inception
+16.77%
Sharpe
0.71
Sortino
1.09
Max Drawdown
-20.01%
Volatility
14.60%
Alpha
-0.09%
Beta
0.93
Info Ratio
-0.16
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
#14 of 36
Top 39%
3Y CAGR
#23 of 28
Top 82%
5Y CAGR
#12 of 28
Top 43%
Sharpe
#10 of 36
Top 28%