1Y
+4.57%
3Y
+13.87%
5Y
+8.31%
Since Inception
+12.88%
Sharpe
0.46
Sortino
0.69
Max Drawdown
-22.77%
Volatility
14.84%
Alpha
+1.48%
Beta
0.96
Info Ratio
0.26
Up / Down Capture
104 / 99
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹12.6K Cr (January - March 2026)
Expense ratio (Direct)0.79%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#13 of 42
Top 31%
3Y CAGR
#15 of 38
Top 39%
5Y CAGR
#24 of 28
Top 86%
Sharpe
#28 of 42
Top 67%