1Y
+6.76%
3Y
+16.27%
5Y
+12.65%
Since Inception
+17.20%
Sharpe
0.70
Sortino
1.12
Max Drawdown
-20.34%
Volatility
14.99%
Alpha
+0.37%
Beta
0.83
Info Ratio
-0.27
Up / Down Capture
85 / 78
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹31.0K Cr (January - March 2026)
Expense ratio (Direct)0.71%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#17 of 32
Top 53%
3Y CAGR
#19 of 30
Top 63%
5Y CAGR
#18 of 22
Top 82%
Sharpe
#24 of 32
Top 75%