1Y
+4.77%
3Y
+16.48%
5Y
+15.91%
Since Inception
+20.68%
Sharpe
0.69
Sortino
1.09
Max Drawdown
-20.92%
Volatility
16.74%
Alpha
+3.92%
Beta
0.94
Info Ratio
0.94
Up / Down Capture
103 / 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
#17 of 32
Top 53%
3Y CAGR
#16 of 30
Top 53%
5Y CAGR
#6 of 22
Top 27%
Sharpe
#10 of 32
Top 31%