1Y
-0.37%
3Y
+22.52%
5Y
+20.95%
Since Inception
+23.77%
Sharpe
0.86
Sortino
1.50
Max Drawdown
-26.64%
Volatility
20.23%
Alpha
+8.43%
Beta
1.35
Info Ratio
0.91
Up / Down Capture
146 / 114
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹1.3K Cr (January - March 2026)
Expense ratio (Direct)0.88%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#111 of 225
Top 49%
3Y CAGR
#23 of 128
Top 18%
5Y CAGR
#10 of 99
Top 10%
Sharpe
#23 of 225
Top 10%