1Y
-8.70%
3Y
+14.08%
5Y
+12.24%
Since Inception
+15.32%
Sharpe
0.54
Sortino
0.80
Max Drawdown
-22.59%
Volatility
16.12%
Alpha
+1.25%
Beta
1.07
Info Ratio
0.30
Up / Down Capture
110 / 108
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹3.9K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#30 of 31
Top 97%
3Y CAGR
#17 of 19
Top 89%
5Y CAGR
#8 of 8
Top 100%
Sharpe
#17 of 31
Top 55%