1Y
-3.35%
3Y
+13.99%
5Y
-
Since Inception
+16.33%
Sharpe
0.67
Sortino
1.00
Max Drawdown
-19.25%
Volatility
15.52%
Alpha
+1.47%
Beta
1.01
Info Ratio
0.48
Up / Down Capture
101 / 91
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2023-02-27
AUM₹2.1K Cr (January - March 2026)
Expense ratio (Direct)1.18%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#152 of 225
Top 68%
3Y CAGR
#80 of 128
Top 62%
5Y CAGR
-
Sharpe
#59 of 225
Top 26%