1Y
-2.95%
3Y
+8.98%
5Y
+7.86%
Since Inception
+9.10%
Sharpe
0.22
Sortino
0.31
Max Drawdown
-18.19%
Volatility
11.05%
Alpha
-2.35%
vs proxy benchmark
Beta
0.68
vs proxy benchmark
Info Ratio
-0.83
vs proxy benchmark
Up / Down Capture
70 / 74
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹757 Cr (January - March 2026)
Expense ratio (Direct)1.43%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Childrens
1Y
#9 of 9
Top 100%
3Y CAGR
#7 of 7
Top 100%
5Y CAGR
#7 of 7
Top 100%
Sharpe
#8 of 9
Top 89%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.