1Y
-1.99%
3Y
+14.80%
5Y
+13.39%
Since Inception
+15.04%
Sharpe
0.55
Sortino
0.87
Max Drawdown
-21.35%
Volatility
15.68%
Alpha
+1.92%
Beta
1.04
Info Ratio
0.41
Up / Down Capture
106 / 96
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹176 Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#21 of 58
Top 36%
3Y CAGR
#23 of 56
Top 41%
5Y CAGR
#20 of 45
Top 44%
Sharpe
#27 of 58
Top 47%