1Y
-2.40%
3Y
+14.48%
5Y
+13.06%
Since Inception
+15.08%
Sharpe
0.55
Sortino
0.85
Max Drawdown
-19.73%
Volatility
14.91%
Alpha
+3.76%
Beta
1.05
Info Ratio
1.09
Up / Down Capture
115 / 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
#3 of 37
Top 8%
3Y CAGR
#3 of 34
Top 9%
5Y CAGR
#2 of 30
Top 7%
Sharpe
#3 of 37
Top 8%