1Y
+8.30%
3Y
+22.78%
5Y
+16.64%
Since Inception
+19.99%
Sharpe
0.83
Sortino
1.31
Max Drawdown
-19.85%
Volatility
16.17%
Alpha
+8.18%
Beta
1.06
Info Ratio
1.19
Up / Down Capture
131 / 104
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹9.1K Cr (January - March 2026)
Expense ratio (Direct)0.63%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#3 of 36
Top 8%
3Y CAGR
#1 of 28
Top 4%
5Y CAGR
#2 of 28
Top 7%
Sharpe
#4 of 36
Top 11%