1Y
-3.18%
3Y
+9.74%
5Y
+8.39%
Since Inception
+11.43%
Sharpe
0.44
Sortino
0.68
Max Drawdown
-17.33%
Volatility
10.85%
Alpha
+4.19%
Beta
1.13
Info Ratio
1.19
Up / Down Capture
125 / 98
NAV (last ~1 year)
Fund details
AMCDSP
Fund manager-
Data from2021-04-13
AUM₹11.8K Cr (January - March 2026)
Expense ratio (Direct)1.15%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#30 of 32
Top 94%
3Y CAGR
#22 of 32
Top 69%
5Y CAGR
#21 of 28
Top 75%
Sharpe
#23 of 32
Top 72%