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Mahindra Manulife Arbitrage Fund - Direct Plan - IDCW

Mahindra Manulife · Arbitrage
Low
₹13.31
Current NAV
03 Nov 2026
1.7%
1Y Return
4.9%
3Y CAGR
5.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.73%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.73).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.73
Sharpe Ratio
0.73
Beta
-2.27
Alpha
1.95
Sortino
Fund Details
Fund House Mahindra Manulife
Category Arbitrage
AUM ₹2780 Cr
Expense Ratio 0.73%
Min SIP ₹500
Min Lumpsum ₹1000
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