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Mahindra Manulife Arbitrage Fund - Regular Plan - IDCW

Mahindra Manulife · Arbitrage
Low
₹12.99
Current NAV
25 Jun 2026
7.1%
1Y Return
5.6%
3Y CAGR
5.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.86%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.06).
  • Very large asset base (AUM: ₹24,110 Cr) indicating high investor trust and liquidity.
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
1.06
Sharpe Ratio
1.26
Beta
5.06
Alpha
1.44
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Fund Details
Fund House Mahindra Manulife
Category Arbitrage
AUM ₹24110 Cr
Expense Ratio 0.86%
Min SIP ₹500
Min Lumpsum ₹1000
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