1Y
+0.29%
3Y
+22.50%
5Y
+17.48%
Since Inception
+19.06%
Sharpe
0.74
Sortino
1.16
Max Drawdown
-19.85%
Volatility
16.33%
Alpha
+5.49%
Beta
1.06
Info Ratio
0.98
Up / Down Capture
121 / 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
#9 of 33
Top 27%
3Y CAGR
#2 of 28
Top 7%
5Y CAGR
#3 of 28
Top 11%
Sharpe
#5 of 33
Top 15%