1Y
+14.23%
3Y
+17.34%
5Y
+14.62%
Since Inception
+19.57%
Sharpe
0.79
Sortino
1.27
Max Drawdown
-21.48%
Volatility
14.96%
Alpha
+11.58%
Beta
1.29
Info Ratio
1.10
Up / Down Capture
171 / 102
NAV (last ~1 year)
Fund details
AMCBank of India
Fund manager-
Data from2021-04-13
AUM₹1.3K Cr (January - March 2026)
Expense ratio (Direct)0.99%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#1 of 32
Top 3%
3Y CAGR
#1 of 32
Top 3%
5Y CAGR
#1 of 28
Top 4%
Sharpe
#3 of 32
Top 9%