1Y
-5.42%
3Y
+10.18%
5Y
+7.32%
Since Inception
+9.11%
Sharpe
0.19
Sortino
0.28
Max Drawdown
-27.99%
Volatility
15.63%
Alpha
-1.67%
Beta
0.90
Info Ratio
-0.49
Up / Down Capture
89 / 95
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹32.6K Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#41 of 58
Top 71%
3Y CAGR
#51 of 56
Top 91%
5Y CAGR
#45 of 45
Top 100%
Sharpe
#57 of 58
Top 98%