1Y
+4.28%
3Y
+7.81%
5Y
+6.12%
Since Inception
+6.73%
Sharpe
-0.22
Sortino
-0.29
Max Drawdown
-5.05%
Volatility
4.03%
Alpha
+0.78%
Beta
1.20
Info Ratio
0.39
Up / Down Capture
115 / 131
NAV (last ~1 year)
Fund details
AMCBandhan
Fund manager-
Data from2021-04-15
AUM₹99 Cr (January - March 2026)
Expense ratio (Direct)0.96%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#3 of 19
Top 16%
3Y CAGR
#14 of 19
Top 74%
5Y CAGR
#15 of 18
Top 83%
Sharpe
#18 of 19
Top 95%