1Y
-5.73%
3Y
+10.74%
5Y
+9.18%
Since Inception
+11.71%
Sharpe
0.46
Sortino
0.67
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
#32 of 32
Top 100%
3Y CAGR
#17 of 32
Top 53%
5Y CAGR
#16 of 28
Top 57%
Sharpe
#21 of 32
Top 66%