1Y
+4.74%
3Y
+22.84%
5Y
+19.19%
Since Inception
+22.11%
Sharpe
0.88
Sortino
1.44
Max Drawdown
-20.92%
Volatility
16.63%
Alpha
+3.01%
Beta
0.94
Info Ratio
0.70
Up / Down Capture
100 / 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
#6 of 31
Top 19%
3Y CAGR
#8 of 29
Top 28%
5Y CAGR
#6 of 22
Top 27%
Sharpe
#7 of 31
Top 23%