1Y
+4.09%
3Y
+13.49%
5Y
+13.74%
Since Inception
+17.40%
Sharpe
0.58
Sortino
0.90
Max Drawdown
-24.04%
Volatility
15.32%
Alpha
+2.78%
Beta
1.04
Info Ratio
0.48
Up / Down Capture
110 / 98
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹2.8K Cr (January - March 2026)
Expense ratio (Direct)0.79%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#24 of 44
Top 55%
3Y CAGR
#19 of 38
Top 50%
5Y CAGR
#7 of 28
Top 25%
Sharpe
#7 of 44
Top 16%