1Y
+20.06%
3Y
+18.51%
5Y
+11.89%
Since Inception
+17.06%
Sharpe
0.55
Sortino
0.86
Max Drawdown
-29.72%
Volatility
19.45%
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
#20 of 238
Top 8%
3Y CAGR
#42 of 143
Top 29%
5Y CAGR
#56 of 103
Top 54%
Sharpe
#102 of 237
Top 43%