1Y
-6.85%
3Y
+15.14%
5Y
+13.35%
Since Inception
+15.01%
Sharpe
0.64
Sortino
1.03
Max Drawdown
-17.03%
Volatility
12.53%
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
#29 of 32
Top 91%
3Y CAGR
#4 of 32
Top 12%
5Y CAGR
#5 of 28
Top 18%
Sharpe
#8 of 32
Top 25%