1Y
+5.99%
3Y
-
5Y
-
Since Inception
+6.42%
Sharpe
-0.16
Sortino
-0.23
Max Drawdown
-18.11%
Volatility
18.61%
Alpha
+9.52%
provisional: short history
Beta
1.11
provisional: short history
Info Ratio
0.78
provisional: short history
Up / Down Capture
118 / 69
provisional: short history
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2024-10-30
AUM₹134 Cr (January - March 2026)
Expense ratio (Direct)0.24%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#71 of 356
Top 20%
3Y CAGR
-
5Y CAGR
-
Sharpe
#208 of 323
Top 64%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.