1Y
-0.68%
3Y
+16.21%
5Y
+14.63%
Since Inception
+16.29%
Sharpe
0.62
Sortino
0.99
Max Drawdown
-20.85%
Volatility
15.69%
Alpha
+3.15%
Beta
1.04
Info Ratio
0.63
Up / Down Capture
109 / 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
#15 of 58
Top 26%
3Y CAGR
#12 of 56
Top 21%
5Y CAGR
#13 of 45
Top 29%
Sharpe
#17 of 58
Top 29%