1Y
-9.32%
3Y
-
5Y
-
Since Inception
-8.51%
Sharpe
-0.71
Sortino
-0.87
Max Drawdown
-21.40%
Volatility
19.13%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
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
#207 of 225
Top 92%
3Y CAGR
-
5Y CAGR
-
Sharpe
#223 of 225
Top 99%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.