1Y
+2.73%
3Y
+24.48%
5Y
+20.41%
Since Inception
+22.46%
Sharpe
0.87
Sortino
1.40
Max Drawdown
-20.07%
Volatility
17.51%
Alpha
+3.16%
Beta
1.00
Info Ratio
0.52
Up / Down Capture
108 / 98
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹10.4K Cr (January - March 2026)
Expense ratio (Direct)0.58%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#12 of 31
Top 39%
3Y CAGR
#2 of 29
Top 7%
5Y CAGR
#2 of 22
Top 9%
Sharpe
#9 of 31
Top 29%