1Y
+1.96%
3Y
+15.00%
5Y
+14.93%
Since Inception
+18.54%
Sharpe
0.79
Sortino
1.26
Max Drawdown
-22.58%
Volatility
15.23%
Alpha
+4.12%
Beta
1.05
Info Ratio
0.69
Up / Down Capture
114 / 95
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹2.3K Cr (January - March 2026)
Expense ratio (Direct)0.79%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#22 of 42
Top 52%
3Y CAGR
#11 of 38
Top 29%
5Y CAGR
#3 of 28
Top 11%
Sharpe
#4 of 42
Top 10%