1Y
+14.02%
3Y
+19.08%
5Y
+13.45%
Since Inception
+15.43%
Sharpe
0.45
Sortino
0.69
Max Drawdown
-29.72%
Volatility
19.49%
Alpha
+5.34%
Beta
1.07
Info Ratio
0.48
Up / Down Capture
113 / 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
#15 of 225
Top 7%
3Y CAGR
#46 of 128
Top 36%
5Y CAGR
#51 of 99
Top 52%
Sharpe
#107 of 225
Top 48%