1Y
+1.55%
3Y
+10.26%
5Y
+8.82%
Since Inception
+9.51%
Sharpe
0.32
Sortino
0.47
Max Drawdown
-11.65%
Volatility
7.99%
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
#9 of 37
Top 24%
3Y CAGR
#17 of 30
Top 57%
5Y CAGR
#13 of 19
Top 68%
Sharpe
#21 of 36
Top 58%