1Y
+16.82%
3Y
+18.92%
5Y
+11.13%
Since Inception
+15.61%
Sharpe
0.50
Sortino
0.81
Max Drawdown
-23.62%
Volatility
14.50%
Alpha
+3.67%
Beta
0.83
Info Ratio
0.38
Up / Down Capture
96 / 74
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)1.31%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#37 of 242
Top 15%
3Y CAGR
#38 of 145
Top 26%
5Y CAGR
#65 of 104
Top 62%
Sharpe
#75 of 242
Top 31%