1Y
+2.55%
3Y
+14.50%
5Y
-
Since Inception
+14.89%
Sharpe
0.36
Sortino
0.51
Max Drawdown
-17.15%
Volatility
14.65%
Alpha
+1.99%
Beta
0.98
Info Ratio
0.50
Up / Down Capture
104 / 95
NAV (last ~1 year)
Fund details
AMCEdelweiss
Fund manager-
Data from2022-08-03
AUM₹1.0K Cr (January - March 2026)
Expense ratio (Direct)0.74%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#20 of 29
Top 69%
3Y CAGR
#14 of 28
Top 50%
5Y CAGR
-
Sharpe
#21 of 29
Top 72%