1Y
+5.86%
3Y
+15.21%
5Y
+11.74%
Since Inception
+16.56%
Sharpe
0.66
Sortino
1.04
Max Drawdown
-21.26%
Volatility
14.67%
Alpha
+2.17%
Beta
0.84
Info Ratio
0.17
Up / Down Capture
96 / 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
#8 of 36
Top 22%
3Y CAGR
#5 of 28
Top 18%
5Y CAGR
#16 of 28
Top 57%
Sharpe
#18 of 36
Top 50%