1Y
-4.70%
3Y
+16.87%
5Y
+16.52%
Since Inception
+17.98%
Sharpe
0.73
Sortino
1.17
Max Drawdown
-22.58%
Volatility
15.55%
Alpha
+3.87%
Beta
1.05
Info Ratio
0.67
Up / Down Capture
113 / 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
#29 of 41
Top 71%
3Y CAGR
#7 of 35
Top 20%
5Y CAGR
#4 of 25
Top 16%
Sharpe
#6 of 40
Top 15%