Mahindra Manulife Asia Pacific REITs FoF

Current Fund Size :

N.A.

₹10.33

NAV

0.61% p.a.

Overall Return

-0.09%

1-Day Change

0.5%

Expense Ratio

₹ 41 Cr

AUM (Fund Size)

4+ yrs

Fund Age

Investment Policy

Benchmark

FTSE EPRA Nareli Asia Ex Japan REITs Index

Risk Level

High Risk

Min. Investment

This scheme is currently not buyable

Exit Load

1.0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

4 yrs since Sep 28, 2021

Current Value (Example)

N.A.

Returns Ratio

N/A

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Mahindra Manulife Asia Pacific REITs FoF 7.82% 8.8% N.A. 18.57 N.A. -0.02 -0.04 41 Cr 4 yrs 0.5%
2 Invesco India - Invesco Global Equity Income FoF 18.55% 28.29% 20.34% 14.42 N.A. 1.15 1.59 99 Cr 11 yrs 5 m 0.87%
3 Edelweiss US Technology Equity FoF 38.3% 37.26% 18.98% 25.60 N.A. 0.91 1.47 3,246 Cr 5 yrs 7 m 0.72%
4 Edelweiss Europe Dynamic Equity Offshore Fund 26.75% 28.51% 18.24% 14.54 N.A. 1.14 2.06 147 Cr 11 yrs 8 m 0.6%
5 Axis Global Equity Alpha FoF 26.12% 25.86% 17.32% 13.14 N.A. 1.06 1.50 1,045 Cr 5 yrs 0.9%
6 Edelweiss US Value Equity Offshore Fund 11.96% 16.42% 16.76% 13.94 N.A. 0.55 0.87 178 Cr 12 yrs 2 m 0.73%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 1.33% 3.6%
2 3 Months 9.27% 10.46%
3 6 Months 18.73% 24.25%
4 1 Year 7.82% 19.71%
5 2 Years 12.7% 23.03%
6 3 Years 8.8% 20.88%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Mahindra Manulife Mid Cap Fund 3,905 Cr -7.56% 28.43% View Detail
2 Mahindra Manulife Multi Cap Fund 5,622 Cr -5.52% 26.91% View Detail
3 Mahindra Manulife Large & Mid Cap Fund 2,613 Cr -7.01% 23.7% View Detail
4 Mahindra Manulife Focused Fund 2,120 Cr -5.87% N.A. View Detail
5 Mahindra Manulife ELSS Tax Saver Fund 941 Cr -2.81% 22.55% View Detail
6 Mahindra Manulife Consumption Fund 529 Cr -8.07% 22.15% View Detail

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