1Y
+1.55%
3Y
+13.49%
5Y
+11.50%
Since Inception
+16.31%
Sharpe
0.62
Sortino
0.93
Max Drawdown
-22.59%
Volatility
15.83%
Alpha
+2.66%
Beta
1.07
Info Ratio
0.51
Up / Down Capture
116 / 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
#26 of 32
Top 81%
3Y CAGR
#15 of 22
Top 68%
5Y CAGR
#7 of 8
Top 88%
Sharpe
#15 of 32
Top 47%