1Y
+0.32%
3Y
+18.78%
5Y
+20.92%
Since Inception
+24.08%
Sharpe
0.81
Sortino
1.42
Max Drawdown
-29.84%
Volatility
20.72%
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
#159 of 238
Top 67%
3Y CAGR
#40 of 143
Top 28%
5Y CAGR
#7 of 103
Top 7%
Sharpe
#41 of 237
Top 17%