1Y
+8.76%
3Y
+16.63%
5Y
+13.72%
Since Inception
+17.58%
Sharpe
0.71
Sortino
1.14
Max Drawdown
-20.85%
Volatility
15.40%
Alpha
+3.59%
Beta
1.03
Info Ratio
0.68
Up / Down Capture
111 / 94
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹39 Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#4 of 58
Top 7%
3Y CAGR
#5 of 57
Top 9%
5Y CAGR
#12 of 45
Top 27%
Sharpe
#15 of 58
Top 26%