1Y
+13.82%
3Y
-
5Y
-
Since Inception
+8.53%
Sharpe
0.26
Sortino
0.39
Max Drawdown
-18.11%
Volatility
20.05%
Alpha
+12.82%
provisional: short history
Beta
1.13
provisional: short history
Info Ratio
1.10
provisional: short history
Up / Down Capture
133 / 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
#5 of 325
Top 2%
3Y CAGR
-
5Y CAGR
-
Sharpe
#108 of 293
Top 37%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.