1Y
-0.27%
3Y
+9.85%
5Y
+3.43%
Since Inception
+8.43%
Sharpe
0.19
Sortino
0.28
Max Drawdown
-28.34%
Volatility
15.53%
Alpha
-2.33%
Beta
0.90
Info Ratio
-0.51
Up / Down Capture
93 / 107
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹11.2K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#20 of 29
Top 69%
3Y CAGR
#21 of 28
Top 75%
5Y CAGR
#23 of 23
Top 100%
Sharpe
#29 of 29
Top 100%