1Y
-5.98%
3Y
+9.25%
5Y
+7.22%
Since Inception
+8.84%
Sharpe
0.18
Sortino
0.27
Max Drawdown
-21.62%
Volatility
13.65%
Alpha
-1.00%
Beta
0.90
Info Ratio
-0.45
Up / Down Capture
91 / 93
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹32.1K Cr (January - March 2026)
Expense ratio (Direct)0.76%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#25 of 37
Top 68%
3Y CAGR
#30 of 34
Top 88%
5Y CAGR
#30 of 30
Top 100%
Sharpe
#35 of 37
Top 95%