1Y
-3.91%
3Y
-
5Y
-
Since Inception
+8.34%
Sharpe
0.20
Sortino
0.28
Max Drawdown
-16.20%
Volatility
15.62%
Alpha
+0.84%
Beta
0.92
Info Ratio
0.23
Up / Down Capture
98 / 94
NAV (last ~1 year)
Fund details
AMCBajaj Finserv
Fund manager-
Data from2024-02-29
AUM₹2.3K Cr (January - March 2026)
Expense ratio (Direct)1.25%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#27 of 33
Top 82%
3Y CAGR
-
5Y CAGR
-
Sharpe
#30 of 33
Top 91%