1Y
-7.55%
3Y
-
5Y
-
Since Inception
-5.67%
Sharpe
-0.36
Sortino
-0.45
Max Drawdown
-28.11%
Volatility
21.91%
Alpha
+0.36%
provisional: short history
Beta
0.94
provisional: short history
Info Ratio
0.06
provisional: short history
Up / Down Capture
85 / 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
#195 of 225
Top 87%
3Y CAGR
-
5Y CAGR
-
Sharpe
#211 of 225
Top 94%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.