1Y
-2.42%
3Y
-
5Y
-
Since Inception
-1.22%
Sharpe
-0.43
Sortino
-0.53
Max Drawdown
-16.95%
Volatility
15.62%
Alpha
+1.47%
provisional: short history
Beta
0.96
provisional: short history
Info Ratio
0.78
provisional: short history
Up / Down Capture
109 / 99
provisional: short history
NAV (last ~1 year)
Fund details
AMCBajaj Finserv
Fund manager-
Data from2024-08-23
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)2.37%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#4 of 37
Top 11%
3Y CAGR
-
5Y CAGR
-
Sharpe
#36 of 37
Top 97%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.