1Y
-8.30%
3Y
+13.31%
5Y
+11.85%
Since Inception
+13.50%
Sharpe
0.54
Sortino
0.84
Max Drawdown
-19.03%
Volatility
12.52%
Alpha
+5.87%
Beta
1.19
Info Ratio
0.70
Up / Down Capture
149 / 125
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹573 Cr (January - March 2026)
Expense ratio (Direct)0.87%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#31 of 32
Top 97%
3Y CAGR
#10 of 32
Top 31%
5Y CAGR
#11 of 28
Top 39%
Sharpe
#13 of 32
Top 41%