1Y
+4.88%
3Y
+19.71%
5Y
-
Since Inception
+21.89%
Sharpe
0.96
Sortino
1.61
Max Drawdown
-20.31%
Volatility
16.21%
Alpha
+6.52%
Beta
1.01
Info Ratio
1.29
Up / Down Capture
116 / 85
NAV (last ~1 year)
Fund details
AMCBank of India
Fund manager-
Data from2023-03-06
AUM₹992 Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#2 of 31
Top 6%
3Y CAGR
#4 of 19
Top 21%
5Y CAGR
-
Sharpe
#1 of 31
Top 3%