1Y
+8.59%
3Y
+17.29%
5Y
+17.40%
Since Inception
+21.33%
Sharpe
0.89
Sortino
1.47
Max Drawdown
-20.92%
Volatility
16.25%
Alpha
+3.92%
Beta
0.94
Info Ratio
0.94
Up / Down Capture
103 / 86
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹4.3K Cr (January - March 2026)
Expense ratio (Direct)0.58%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#11 of 32
Top 34%
3Y CAGR
#12 of 30
Top 40%
5Y CAGR
#6 of 22
Top 27%
Sharpe
#10 of 32
Top 31%