1Y
+1.89%
3Y
+9.30%
5Y
+8.43%
Since Inception
+9.14%
Sharpe
0.42
Sortino
0.66
Max Drawdown
-4.26%
Volatility
4.21%
Alpha
+1.76%
Beta
0.69
Info Ratio
0.68
Up / Down Capture
95 / 45
NAV (last ~1 year)
Fund details
AMCDSP
Fund manager-
Data from2021-04-13
AUM₹3.8K Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#18 of 23
Top 78%
3Y CAGR
#12 of 21
Top 57%
5Y CAGR
#10 of 18
Top 56%
Sharpe
#10 of 23
Top 43%