1Y
+6.37%
3Y
+13.36%
5Y
+11.48%
Since Inception
+15.77%
Sharpe
0.63
Sortino
1.00
Max Drawdown
-21.20%
Volatility
14.65%
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
#7 of 36
Top 19%
3Y CAGR
#15 of 28
Top 54%
5Y CAGR
#17 of 28
Top 61%
Sharpe
#19 of 36
Top 53%