1Y
+15.57%
3Y
+18.95%
5Y
+11.59%
Since Inception
+15.84%
Sharpe
0.60
Sortino
0.99
Max Drawdown
-23.62%
Volatility
14.51%
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
#43 of 238
Top 18%
3Y CAGR
#38 of 143
Top 27%
5Y CAGR
#59 of 103
Top 57%
Sharpe
#88 of 237
Top 37%