1Y
+5.75%
3Y
-
5Y
-
Since Inception
+7.45%
Sharpe
-0.00
Sortino
-0.01
Max Drawdown
-0.36%
Volatility
1.12%
Alpha
+0.29%
provisional: short history
Beta
0.05
provisional: short history
Info Ratio
0.44
provisional: short history
Up / Down Capture
21 / -14
provisional: short history
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2024-11-26
AUM₹22 Cr (January - March 2026)
Expense ratio (Direct)0.71%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#54 of 325
Top 17%
3Y CAGR
-
5Y CAGR
-
Sharpe
#196 of 293
Top 67%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.