1Y
+7.12%
3Y
+13.99%
5Y
+15.32%
Since Inception
+21.18%
Sharpe
0.71
Sortino
1.17
Max Drawdown
-22.86%
Volatility
17.07%
Alpha
+2.10%
Beta
0.80
Info Ratio
-0.06
Up / Down Capture
85 / 72
NAV (last ~1 year)
Fund details
AMCEdelweiss
Fund manager-
Data from2021-04-13
AUM₹5.4K Cr (January - March 2026)
Expense ratio (Direct)0.72%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#23 of 32
Top 72%
3Y CAGR
#14 of 26
Top 54%
5Y CAGR
#9 of 21
Top 43%
Sharpe
#8 of 32
Top 25%