1Y
+2.46%
3Y
+16.21%
5Y
+13.03%
Since Inception
+17.05%
Sharpe
0.56
Sortino
0.84
Max Drawdown
-18.64%
Volatility
14.69%
Alpha
+3.62%
Beta
1.01
Info Ratio
0.98
Up / Down Capture
112 / 97
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹19.7K Cr (January - March 2026)
Expense ratio (Direct)0.88%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Contra
1Y
#1 of 3
Top 33%
3Y CAGR
#1 of 3
Top 33%
5Y CAGR
#3 of 3
Top 100%
Sharpe
#3 of 3
Top 100%