1Y
+1.02%
3Y
+9.49%
5Y
+6.36%
Since Inception
+10.14%
Sharpe
0.33
Sortino
0.50
Max Drawdown
-17.29%
Volatility
11.09%
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
#13 of 32
Top 41%
3Y CAGR
#25 of 32
Top 78%
5Y CAGR
#28 of 28
Top 100%
Sharpe
#29 of 32
Top 91%