1Y
+3.17%
3Y
+11.64%
5Y
+4.52%
Since Inception
+9.13%
Sharpe
0.08
Sortino
0.12
Max Drawdown
-28.34%
Volatility
15.70%
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
#18 of 29
Top 62%
3Y CAGR
#20 of 28
Top 71%
5Y CAGR
#23 of 23
Top 100%
Sharpe
#28 of 29
Top 97%