1Y
-5.85%
3Y
-
5Y
-
Since Inception
-7.26%
Sharpe
-0.77
Sortino
-0.90
Max Drawdown
-20.10%
Volatility
17.29%
Alpha
-5.35%
provisional: short history
Beta
0.92
provisional: short history
Info Ratio
-0.72
provisional: short history
Up / Down Capture
78 / 100
provisional: short history
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2024-09-18
AUM₹3.1K Cr (January - March 2026)
Expense ratio (Direct)0.69%
Minimum lumpsumRs 100
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#176 of 225
Top 78%
3Y CAGR
-
5Y CAGR
-
Sharpe
#224 of 225
Top 100%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.