1Y
+4.18%
3Y
-
5Y
-
Since Inception
+2.09%
Sharpe
-0.15
Sortino
-0.20
Max Drawdown
-28.11%
Volatility
22.06%
Alpha
-2.04%
provisional: short history
Beta
0.93
provisional: short history
Info Ratio
-0.10
provisional: short history
Up / Down Capture
75 / 83
provisional: short history
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2024-09-25
AUM₹295 Cr (January - March 2026)
Expense ratio (Direct)0.90%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#131 of 242
Top 54%
3Y CAGR
-
5Y CAGR
-
Sharpe
#202 of 242
Top 83%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.