1Y
+6.45%
3Y
-
5Y
-
Since Inception
+5.41%
Sharpe
-0.33
Sortino
-0.43
Max Drawdown
-14.77%
Volatility
16.55%
Alpha
+1.16%
provisional: short history
Beta
0.97
provisional: short history
Info Ratio
0.29
provisional: short history
Up / Down Capture
105 / 100
provisional: short history
NAV (last ~1 year)
Fund details
AMCDSP
Fund manager-
Data from2024-12-18
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)0.68%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#98 of 242
Top 40%
3Y CAGR
-
5Y CAGR
-
Sharpe
#218 of 242
Top 90%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.