1Y
+8.05%
3Y
+14.16%
5Y
+14.66%
Since Inception
+20.11%
Sharpe
0.73
Sortino
1.18
Max Drawdown
-19.43%
Volatility
15.15%
Alpha
+1.04%
Beta
0.73
Info Ratio
-0.31
Up / Down Capture
79 / 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
#20 of 32
Top 62%
3Y CAGR
#13 of 26
Top 50%
5Y CAGR
#10 of 21
Top 48%
Sharpe
#7 of 32
Top 22%