1Y
+15.84%
3Y
+19.04%
5Y
-
Since Inception
+24.82%
Sharpe
0.86
Sortino
1.45
Max Drawdown
-26.00%
Volatility
18.75%
Alpha
+5.64%
Beta
0.87
Info Ratio
0.72
Up / Down Capture
100 / 79
NAV (last ~1 year)
Fund details
AMCMahindra Manulife
Fund manager-
Data from2022-12-14
AUM₹4.0K Cr (January - March 2026)
Expense ratio (Direct)0.74%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#8 of 32
Top 25%
3Y CAGR
#5 of 26
Top 19%
5Y CAGR
-
Sharpe
#2 of 32
Top 6%