1Y
+18.70%
3Y
+18.23%
5Y
+18.09%
Since Inception
+22.71%
Sharpe
0.81
Sortino
1.39
Max Drawdown
-24.14%
Volatility
19.00%
Alpha
+1.88%
Beta
0.91
Info Ratio
0.11
Up / Down Capture
95 / 86
NAV (last ~1 year)
Fund details
AMCDSP
Fund manager-
Data from2021-04-13
AUM₹16.4K Cr (January - March 2026)
Expense ratio (Direct)0.83%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#7 of 32
Top 22%
3Y CAGR
#7 of 24
Top 29%
5Y CAGR
#7 of 21
Top 33%
Sharpe
#11 of 32
Top 34%