1Y
+8.03%
3Y
+18.16%
5Y
-
Since Inception
+16.30%
Sharpe
0.68
Sortino
1.08
Max Drawdown
-20.20%
Volatility
14.66%
Alpha
+6.31%
Beta
0.96
Info Ratio
1.75
Up / Down Capture
115 / 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
#5 of 23
Top 22%
3Y CAGR
#2 of 22
Top 9%
5Y CAGR
-
Sharpe
#11 of 23
Top 48%