1Y
+2.93%
3Y
+10.03%
5Y
+8.74%
Since Inception
+9.30%
Sharpe
0.35
Sortino
0.53
Max Drawdown
-8.71%
Volatility
5.88%
Alpha
+2.08%
Beta
1.04
Info Ratio
1.34
Up / Down Capture
113 / 85
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹901 Cr (January - March 2026)
Expense ratio (Direct)1.03%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#11 of 23
Top 48%
3Y CAGR
#8 of 21
Top 38%
5Y CAGR
#8 of 18
Top 44%
Sharpe
#13 of 23
Top 57%