1Y
-1.85%
3Y
+25.11%
5Y
+22.26%
Since Inception
+25.56%
Sharpe
0.85
Sortino
1.48
Max Drawdown
-29.84%
Volatility
21.16%
Alpha
+11.08%
Beta
1.32
Info Ratio
0.97
Up / Down Capture
161 / 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
#124 of 225
Top 55%
3Y CAGR
#12 of 128
Top 9%
5Y CAGR
#8 of 99
Top 8%
Sharpe
#25 of 225
Top 11%