• 1 Year Returns: 3.24%
• 3 Year Returns: 4.98%
• 5 Year Returns: 3.06%

• Others | 32.08%
• Investment Banking & Brokerage | 9.82%
• G-Sec | 7.78%
• Public Banks | 7.38%
• Private Banks | 6.41%

• Net Receivables / (Payables) | 30.32%
• 7.4% Bharti Telecom Limited 2029 ** | 3.67%
• Triparty Repo | 2.77%
• 364 Days Tbill 2027 | 2.68%
• HDFC Bank Limited | 2.41%

• Equity | 64.33%
• Cash & Equivalents | 33.17%
• Corporate Debt | 15.27%
• Government Securities | 4.18%
• REITs & InvIT | 4.16%

The alpha ratio for the Mahindra Manulife Equity Savings Fund(Q-IDCW Payout) is 1.90

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Mahindra Manulife Equity Savings Fund(Q-IDCW Payout) is 5.03

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Mahindra Manulife Equity Savings Fund(Q-IDCW Payout) is 0.66

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Mahindra Manulife Equity Savings Fund(Q-IDCW Payout) is 0.07

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.