1Y
+7.69%
3Y
+18.35%
5Y
+14.28%
Since Inception
+15.57%
Sharpe
0.75
Sortino
1.23
Max Drawdown
-16.45%
Volatility
11.15%
Alpha
+7.07%
Beta
0.65
Info Ratio
0.60
Up / Down Capture
88 / 43
NAV (last ~1 year)
Fund details
AMCDSP
Fund manager-
Data from2021-04-13
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)1.33%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#3 of 23
Top 13%
3Y CAGR
#5 of 21
Top 24%
5Y CAGR
#10 of 15
Top 67%
Sharpe
#3 of 23
Top 13%