1Y
-11.48%
3Y
+9.89%
5Y
+9.05%
Since Inception
+10.99%
Sharpe
0.30
Sortino
0.44
Max Drawdown
-22.78%
Volatility
14.83%
Alpha
-2.79%
Beta
0.96
Info Ratio
-0.71
Up / Down Capture
89 / 99
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹402 Cr (January - March 2026)
Expense ratio (Direct)1.80%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#211 of 225
Top 94%
3Y CAGR
#110 of 128
Top 86%
5Y CAGR
#87 of 99
Top 88%
Sharpe
#151 of 225
Top 67%