1Y
+31.57%
3Y
+21.48%
5Y
+15.53%
Since Inception
+14.44%
Sharpe
0.55
Sortino
0.84
Max Drawdown
-24.67%
Volatility
16.23%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-15
AUM₹160 Cr (January - March 2026)
Expense ratio (Direct)0.50%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#14 of 99
Top 14%
3Y CAGR
#23 of 70
Top 33%
5Y CAGR
#11 of 52
Top 21%
Sharpe
#44 of 93
Top 47%