1Y
-0.71%
3Y
+15.85%
5Y
+17.10%
Since Inception
+19.78%
Sharpe
0.79
Sortino
1.30
Max Drawdown
-19.43%
Volatility
15.23%
Alpha
+0.02%
Beta
0.74
Info Ratio
-0.53
Up / Down Capture
76 / 70
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹25.6K Cr (January - March 2026)
Expense ratio (Direct)0.66%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#22 of 31
Top 71%
3Y CAGR
#17 of 23
Top 74%
5Y CAGR
#11 of 20
Top 55%
Sharpe
#8 of 31
Top 26%