1Y
+9.03%
3Y
-
5Y
-
Since Inception
+21.54%
Sharpe
0.77
Sortino
1.31
Max Drawdown
-16.74%
Volatility
20.10%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCHelios
Fund manager-
Data from2025-03-17
AUM₹1.2K Cr (January - March 2026)
Expense ratio (Direct)0.65%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#2 of 31
Top 6%
3Y CAGR
-
5Y CAGR
-
Sharpe
#15 of 31
Top 48%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.