1Y
+6.69%
3Y
+7.04%
5Y
-
Since Inception
+7.02%
Sharpe
-
Sortino
-
Max Drawdown
-0.37%
Volatility
0.48%
Alpha
-0.18%
Beta
0.58
Info Ratio
-0.42
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCBajaj Finserv
Fund manager-
Data from2023-09-18
AUM₹1.2K Cr (January - March 2026)
Expense ratio (Direct)0.43%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Arbitrage
1Y
#19 of 38
Top 50%
3Y CAGR
#23 of 31
Top 74%
5Y CAGR
-
Sharpe
-