1Y
+8.72%
3Y
+19.11%
5Y
+15.95%
Since Inception
+16.85%
Sharpe
0.56
Sortino
0.87
Max Drawdown
-20.20%
Volatility
14.76%
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
#4 of 23
Top 17%
3Y CAGR
#1 of 22
Top 5%
5Y CAGR
#1 of 18
Top 6%
Sharpe
#8 of 23
Top 35%