1Y
+2.98%
3Y
+6.64%
5Y
+9.62%
Since Inception
+10.23%
Sharpe
0.48
Sortino
1.22
Max Drawdown
-4.12%
Volatility
6.75%
Alpha
+1.11%
Beta
1.03
Info Ratio
0.46
Up / Down Capture
117 / 117
NAV (last ~1 year)
Fund details
AMCBank of India
Fund manager-
Data from2021-04-15
AUM₹9 Cr (January - March 2026)
Expense ratio (Direct)1.16%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#1 of 2
Top 50%
3Y CAGR
#1 of 2
Top 50%
5Y CAGR
#1 of 2
Top 50%
Sharpe
#1 of 2
Top 50%