1Y
-0.70%
3Y
+10.32%
5Y
+4.99%
Since Inception
+9.61%
Sharpe
0.26
Sortino
0.39
Max Drawdown
-27.99%
Volatility
15.32%
Alpha
-1.04%
Beta
0.89
Info Ratio
-0.33
Up / Down Capture
91 / 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
#38 of 58
Top 66%
3Y CAGR
#40 of 57
Top 70%
5Y CAGR
#45 of 45
Top 100%
Sharpe
#56 of 58
Top 97%