1Y
-1.54%
3Y
+12.13%
5Y
+10.06%
Since Inception
+12.52%
Sharpe
0.38
Sortino
0.54
Max Drawdown
-15.03%
Volatility
11.27%
Alpha
+4.02%
Beta
1.23
Info Ratio
0.79
Up / Down Capture
136 / 121
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹787 Cr (January - March 2026)
Expense ratio (Direct)1.15%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#30 of 32
Top 94%
3Y CAGR
#16 of 32
Top 50%
5Y CAGR
#16 of 28
Top 57%
Sharpe
#19 of 32
Top 59%