1Y
+7.85%
3Y
+8.59%
5Y
+7.54%
Since Inception
+7.63%
Sharpe
0.23
Sortino
0.31
Max Drawdown
-0.94%
Volatility
1.01%
Alpha
+0.95%
Beta
0.79
Info Ratio
1.64
Up / Down Capture
113 / 79
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-15
AUM₹362 Cr (January - March 2026)
Expense ratio (Direct)0.82%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Credit Risk
1Y
#7 of 16
Top 44%
3Y CAGR
#8 of 15
Top 53%
5Y CAGR
#9 of 13
Top 69%
Sharpe
#10 of 15
Top 67%