1Y
-1.33%
3Y
-
5Y
-
Since Inception
+9.61%
Sharpe
0.41
Sortino
0.58
Max Drawdown
-9.77%
Volatility
9.60%
Alpha
+0.00%
vs proxy benchmark
Beta
0.58
vs proxy benchmark
Info Ratio
-0.40
vs proxy benchmark
Up / Down Capture
66 / 54
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCBandhan
Fund manager-
Data from2023-10-19
AUM₹183 Cr (January - March 2026)
Expense ratio (Direct)0.83%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Retirement
1Y
#17 of 29
Top 59%
3Y CAGR
-
5Y CAGR
-
Sharpe
#14 of 29
Top 48%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.