1Y
+18.96%
3Y
+22.81%
5Y
+20.99%
Since Inception
+24.72%
Sharpe
1.00
Sortino
1.70
Max Drawdown
-24.19%
Volatility
16.22%
Alpha
+11.00%
Beta
1.10
Info Ratio
1.67
Up / Down Capture
136 / 87
NAV (last ~1 year)
Fund details
AMCBank of India
Fund manager-
Data from2021-04-13
AUM₹669 Cr (January - March 2026)
Expense ratio (Direct)0.77%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#28 of 238
Top 12%
3Y CAGR
#12 of 143
Top 8%
5Y CAGR
#6 of 103
Top 6%
Sharpe
#13 of 237
Top 5%