1Y
-2.82%
3Y
+8.77%
5Y
+5.05%
Since Inception
+9.15%
Sharpe
0.25
Sortino
0.37
Max Drawdown
-21.62%
Volatility
13.40%
Alpha
-0.29%
Beta
0.90
Info Ratio
-0.19
Up / Down Capture
93 / 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
#21 of 37
Top 57%
3Y CAGR
#23 of 34
Top 68%
5Y CAGR
#31 of 31
Top 100%
Sharpe
#35 of 37
Top 95%