1Y
+1.43%
3Y
+15.37%
5Y
+14.02%
Since Inception
+16.29%
Sharpe
0.61
Sortino
0.95
Max Drawdown
-21.26%
Volatility
14.94%
Alpha
+1.35%
Beta
0.85
Info Ratio
-0.03
Up / Down Capture
92 / 85
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹15.2K Cr (January - March 2026)
Expense ratio (Direct)0.71%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#4 of 33
Top 12%
3Y CAGR
#15 of 28
Top 54%
5Y CAGR
#15 of 28
Top 54%
Sharpe
#16 of 33
Top 48%