1Y
+20.95%
3Y
+25.03%
5Y
+15.66%
Since Inception
+15.38%
Sharpe
0.65
Sortino
1.04
Max Drawdown
-19.86%
Volatility
13.57%
Alpha
-2.25%
vs proxy benchmark
Beta
0.98
vs proxy benchmark
Info Ratio
-0.50
vs proxy benchmark
Up / Down Capture
89 / 89
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹1.8K Cr (January - March 2026)
Expense ratio (Direct)0.81%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Overseas
1Y
#13 of 27
Top 48%
3Y CAGR
#11 of 23
Top 48%
5Y CAGR
#3 of 17
Top 18%
Sharpe
#5 of 27
Top 19%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.