1Y
+2.32%
3Y
+19.17%
5Y
+16.62%
Since Inception
+19.70%
Sharpe
0.78
Sortino
1.25
Max Drawdown
-20.56%
Volatility
15.94%
Alpha
+6.07%
Beta
1.01
Info Ratio
1.04
Up / Down Capture
113 / 82
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2021-04-13
AUM₹6.0K Cr (January - March 2026)
Expense ratio (Direct)2.19%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#6 of 31
Top 19%
3Y CAGR
#6 of 19
Top 32%
5Y CAGR
#2 of 8
Top 25%
Sharpe
#5 of 31
Top 16%