1Y
+3.93%
3Y
+14.11%
5Y
+12.55%
Since Inception
+16.28%
Sharpe
0.70
Sortino
1.12
Max Drawdown
-18.17%
Volatility
14.35%
Alpha
+1.58%
Beta
0.95
Info Ratio
0.35
Up / Down Capture
100 / 93
NAV (last ~1 year)
Fund details
AMCEdelweiss
Fund manager-
Data from2021-04-13
AUM₹4.3K Cr (January - March 2026)
Expense ratio (Direct)0.53%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#17 of 36
Top 47%
3Y CAGR
#10 of 28
Top 36%
5Y CAGR
#11 of 28
Top 39%
Sharpe
#11 of 36
Top 31%