1Y
-3.16%
3Y
+8.56%
5Y
+4.88%
Since Inception
+8.86%
Sharpe
0.22
Sortino
0.33
Max Drawdown
-24.30%
Volatility
13.90%
Alpha
-1.45%
Beta
0.84
Info Ratio
-0.51
Up / Down Capture
84 / 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
#200 of 238
Top 84%
3Y CAGR
#121 of 143
Top 85%
5Y CAGR
#98 of 103
Top 95%
Sharpe
#179 of 237
Top 76%