1Y
+1.69%
3Y
+6.46%
5Y
+5.76%
Since Inception
+6.98%
Sharpe
0.02
Sortino
0.02
Max Drawdown
-5.86%
Volatility
4.16%
Alpha
+0.82%
Beta
1.20
Info Ratio
0.56
Up / Down Capture
115 / 126
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-15
AUM₹229 Cr (January - March 2026)
Expense ratio (Direct)1.10%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#14 of 19
Top 74%
3Y CAGR
#18 of 19
Top 95%
5Y CAGR
#15 of 18
Top 83%
Sharpe
#17 of 19
Top 89%