1Y
-5.67%
3Y
+9.47%
5Y
+7.72%
Since Inception
+8.95%
Sharpe
0.19
Sortino
0.27
Max Drawdown
-24.30%
Volatility
14.22%
Alpha
-1.99%
Beta
0.84
Info Ratio
-0.67
Up / Down Capture
83 / 87
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)2.21%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#174 of 225
Top 77%
3Y CAGR
#114 of 128
Top 89%
5Y CAGR
#93 of 99
Top 94%
Sharpe
#168 of 225
Top 75%