1Y
+3.00%
3Y
-
5Y
-
Since Inception
+0.90%
Sharpe
-0.19
Sortino
-0.26
Max Drawdown
-23.20%
Volatility
18.98%
Alpha
+1.30%
provisional: short history
Beta
1.07
provisional: short history
Info Ratio
0.15
provisional: short history
Up / Down Capture
110 / 106
provisional: short history
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2024-06-26
AUM₹685 Cr (January - March 2026)
Expense ratio (Direct)1.81%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#84 of 225
Top 37%
3Y CAGR
-
5Y CAGR
-
Sharpe
#200 of 225
Top 89%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.