1Y
+12.81%
3Y
+17.52%
5Y
+15.70%
Since Inception
+20.62%
Sharpe
0.86
Sortino
1.38
Max Drawdown
-20.56%
Volatility
15.63%
Alpha
+6.19%
Beta
1.01
Info Ratio
1.05
Up / Down Capture
114 / 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
#5 of 32
Top 16%
3Y CAGR
#6 of 22
Top 27%
5Y CAGR
#2 of 8
Top 25%
Sharpe
#4 of 32
Top 12%