1Y
+8.36%
3Y
-
5Y
-
Since Inception
+17.84%
Sharpe
0.68
Sortino
1.02
Max Drawdown
-22.99%
Volatility
17.74%
Alpha
+10.56%
Beta
1.03
Info Ratio
1.43
Up / Down Capture
138 / 92
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2023-12-27
AUM₹5.0K Cr (January - March 2026)
Expense ratio (Direct)1.14%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#41 of 225
Top 18%
3Y CAGR
-
5Y CAGR
-
Sharpe
#58 of 225
Top 26%