1Y
-3.53%
3Y
+18.59%
5Y
+19.41%
Since Inception
+23.67%
Sharpe
0.70
Sortino
1.19
Max Drawdown
-29.84%
Volatility
20.77%
Alpha
+10.35%
Beta
1.32
Info Ratio
0.89
Up / Down Capture
159 / 127
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)0.93%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#227 of 242
Top 94%
3Y CAGR
#41 of 145
Top 28%
5Y CAGR
#7 of 104
Top 7%
Sharpe
#37 of 242
Top 15%