1Y
-2.54%
3Y
+9.85%
5Y
+8.51%
Since Inception
+9.92%
Sharpe
0.28
Sortino
0.41
Max Drawdown
-17.29%
Volatility
11.33%
Alpha
+1.84%
Beta
1.15
Info Ratio
0.66
Up / Down Capture
121 / 117
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)1.16%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#19 of 32
Top 59%
3Y CAGR
#28 of 32
Top 88%
5Y CAGR
#27 of 28
Top 96%
Sharpe
#30 of 32
Top 94%