1Y
-5.85%
3Y
+16.33%
5Y
+13.91%
Since Inception
+16.17%
Sharpe
0.63
Sortino
0.96
Max Drawdown
-18.64%
Volatility
14.78%
Alpha
+3.00%
Beta
1.01
Info Ratio
0.85
Up / Down Capture
109 / 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
#3 of 3
Top 100%
3Y CAGR
#2 of 3
Top 67%
5Y CAGR
#3 of 3
Top 100%
Sharpe
#3 of 3
Top 100%