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Mahindra Manulife Arbitrage Fund - Regular Plan - Growth
★★★★★ monitor_heart Health Score: 38/100 · WeakMahindra Mutual Fund · Hybrid · Arbitrage
₹13.03
AUM: ₹126 Cr
NAV updated 3 days ago
Plan
Regular
Option
Growth
Risk
Moderate
Expense Ratio
1.14%
Exit Load
Exit load of 0.25%, if redeemed within 30 days.
Fund Manager
Rahul Pal
Inception
Aug 2020
Benchmark
NIFTY 50 Arbitrage Total Return Index
Sharpe Ratio
-1.02
Std Dev (1Y)
0.96%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.6%
3m
+1.43%
6m
+3.01%
1y
+6.23%
3y
+6.51%
5y
+5.72%
10y
—
since inception
+4.59%
rate_review TopFund's Take on Mahindra Manulife Arbitrage Fund - Regular Plan - Growth
Mahindra Manulife Arbitrage Fund - Regular Plan - Growth lags behind most of its peers in the Arbitrage category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 38/100.
Cost: At 1.14%, the expense ratio is meaningfully cheaper — about 27% below the Arbitrage category average of 1.57% (based on 88 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.02 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.96% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about Mahindra Manulife Arbitrage Fund - Regular Plan - Growth
The current NAV (Net Asset Value) of Mahindra Manulife Arbitrage Fund - Regular Plan - Growth is ₹13.03. NAV is updated every business day after market close by AMFI.
1Y: 6.23% · 3Y CAGR: 6.51% · 5Y CAGR: 5.72%
The expense ratio is 1.14% per annum — the annual fee deducted from your investment to cover fund management costs.
Mahindra Manulife Arbitrage Fund - Regular Plan - Growth is managed by Rahul Pal at Mahindra Mutual Fund.
Mahindra Manulife Arbitrage Fund - Regular Plan - Growth is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
Mahindra Manulife Arbitrage Fund - Regular Plan - Growth is a Arbitrage fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Mahindra Manulife Arbitrage Fund - Regular Plan - Growth is ₹126 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.