1Y
+1.70%
3Y
+19.68%
5Y
-
Since Inception
+15.55%
Sharpe
0.60
Sortino
0.95
Max Drawdown
-20.20%
Volatility
14.98%
Alpha
+6.36%
Beta
0.97
Info Ratio
1.76
Up / Down Capture
114 / 85
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-09-28
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)0.99%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#6 of 23
Top 26%
3Y CAGR
#3 of 21
Top 14%
5Y CAGR
-
Sharpe
#12 of 23
Top 52%