1Y
+2.51%
3Y
+13.81%
5Y
+10.77%
Since Inception
+15.37%
Sharpe
0.63
Sortino
0.97
Max Drawdown
-19.73%
Volatility
14.61%
Alpha
+4.21%
Beta
1.04
Info Ratio
1.14
Up / Down Capture
117 / 98
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹1.7K Cr (January - March 2026)
Expense ratio (Direct)0.80%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#4 of 37
Top 11%
3Y CAGR
#1 of 34
Top 3%
5Y CAGR
#2 of 31
Top 6%
Sharpe
#2 of 37
Top 5%