1Y
+3.20%
3Y
+13.12%
5Y
+13.41%
Since Inception
+16.06%
Sharpe
0.59
Sortino
0.93
Max Drawdown
-17.03%
Volatility
12.38%
Alpha
+7.48%
Beta
1.19
Info Ratio
0.88
Up / Down Capture
155 / 118
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹162 Cr (January - March 2026)
Expense ratio (Direct)0.87%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#13 of 32
Top 41%
3Y CAGR
#10 of 32
Top 31%
5Y CAGR
#4 of 28
Top 14%
Sharpe
#4 of 32
Top 12%