1Y
-5.14%
3Y
-
5Y
-
Since Inception
-3.78%
Sharpe
-0.41
Sortino
-0.52
Max Drawdown
-21.40%
Volatility
18.20%
Alpha
-7.46%
provisional: short history
Beta
0.98
provisional: short history
Info Ratio
-1.03
provisional: short history
Up / Down Capture
84 / 117
provisional: short history
NAV (last ~1 year)
Fund details
AMCBajaj Finserv
Fund manager-
Data from2024-12-03
AUM₹610 Cr (January - March 2026)
Expense ratio (Direct)1.50%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#215 of 238
Top 90%
3Y CAGR
-
5Y CAGR
-
Sharpe
#234 of 237
Top 99%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.