1Y
+3.37%
3Y
+22.41%
5Y
-
Since Inception
+23.19%
Sharpe
0.90
Sortino
1.52
Max Drawdown
-26.00%
Volatility
19.08%
Alpha
+4.43%
Beta
0.88
Info Ratio
0.53
Up / Down Capture
96 / 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
#11 of 31
Top 35%
3Y CAGR
#4 of 23
Top 17%
5Y CAGR
-
Sharpe
#1 of 31
Top 3%