1Y
+4.57%
3Y
+9.77%
5Y
+7.95%
Since Inception
+9.70%
Sharpe
0.37
Sortino
0.55
Max Drawdown
-11.65%
Volatility
7.82%
Alpha
+2.74%
Beta
1.00
Info Ratio
0.82
Up / Down Capture
109 / 77
NAV (last ~1 year)
Fund details
AMCBandhan
Fund manager-
Data from2021-04-13
AUM₹2.2K Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#4 of 37
Top 11%
3Y CAGR
#13 of 31
Top 42%
5Y CAGR
#15 of 20
Top 75%
Sharpe
#21 of 36
Top 58%