1Y
+27.91%
3Y
+22.75%
5Y
+20.11%
Since Inception
+25.60%
Sharpe
0.89
Sortino
1.54
Max Drawdown
-27.08%
Volatility
19.16%
Alpha
+4.88%
Beta
0.93
Info Ratio
0.54
Up / Down Capture
101 / 81
NAV (last ~1 year)
Fund details
AMCBank of India
Fund manager-
Data from2021-04-13
AUM₹1.9K Cr (January - March 2026)
Expense ratio (Direct)0.61%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#2 of 32
Top 6%
3Y CAGR
#4 of 24
Top 17%
5Y CAGR
#1 of 21
Top 5%
Sharpe
#7 of 32
Top 22%