1Y
+8.29%
3Y
+15.00%
5Y
+12.10%
Since Inception
+16.52%
Sharpe
0.51
Sortino
0.80
Max Drawdown
-21.20%
Volatility
14.74%
Alpha
+1.31%
Beta
0.96
Info Ratio
0.24
Up / Down Capture
102 / 97
NAV (last ~1 year)
Fund details
AMCBank of India
Fund manager-
Data from2021-04-13
AUM₹440 Cr (January - March 2026)
Expense ratio (Direct)1.20%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#5 of 36
Top 14%
3Y CAGR
#11 of 28
Top 39%
5Y CAGR
#14 of 28
Top 50%
Sharpe
#18 of 36
Top 50%