1Y
+0.30%
3Y
+8.64%
5Y
+5.92%
Since Inception
+9.43%
Sharpe
0.29
Sortino
0.42
Max Drawdown
-18.12%
Volatility
10.82%
Alpha
-1.60%
vs proxy benchmark
Beta
0.68
vs proxy benchmark
Info Ratio
-0.63
vs proxy benchmark
Up / Down Capture
73 / 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)-
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
#7 of 9
Top 78%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.