1Y
-2.95%
3Y
+9.12%
5Y
+8.04%
Since Inception
+9.28%
Sharpe
0.23
Sortino
0.34
Max Drawdown
-18.12%
Volatility
11.05%
Alpha
-2.22%
vs proxy benchmark
Beta
0.68
vs proxy benchmark
Info Ratio
-0.81
vs proxy benchmark
Up / Down Capture
71 / 73
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹137 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
#8 of 9
Top 89%
3Y CAGR
#6 of 7
Top 86%
5Y CAGR
#6 of 7
Top 86%
Sharpe
#6 of 9
Top 67%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.