1Y
-9.28%
3Y
+12.06%
5Y
+10.58%
Since Inception
+11.73%
Sharpe
0.43
Sortino
0.62
Max Drawdown
-15.03%
Volatility
11.50%
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
#19 of 32
Top 59%
5Y CAGR
#16 of 28
Top 57%
Sharpe
#22 of 32
Top 69%