1Y
+0.95%
3Y
-
5Y
-
Since Inception
+1.83%
Sharpe
-0.52
Sortino
-0.65
Max Drawdown
-18.57%
Volatility
15.77%
Alpha
+1.98%
provisional: short history
Beta
1.11
provisional: short history
Info Ratio
0.28
provisional: short history
Up / Down Capture
114 / 108
provisional: short history
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2024-07-16
AUM₹300 Cr (January - March 2026)
Expense ratio (Direct)0.16%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#246 of 356
Top 69%
3Y CAGR
-
5Y CAGR
-
Sharpe
#275 of 323
Top 85%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.