1Y
+25.78%
3Y
+17.98%
5Y
+11.14%
Since Inception
+17.01%
Sharpe
0.48
Sortino
0.74
Max Drawdown
-29.72%
Volatility
19.32%
Alpha
+7.05%
Beta
1.07
Info Ratio
0.59
Up / Down Capture
120 / 84
NAV (last ~1 year)
Fund details
AMCEdelweiss
Fund manager-
Data from2021-04-13
AUM₹879 Cr (January - March 2026)
Expense ratio (Direct)2.47%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#10 of 242
Top 4%
3Y CAGR
#44 of 145
Top 30%
5Y CAGR
#64 of 104
Top 62%
Sharpe
#79 of 242
Top 33%