1Y
+0.72%
3Y
+13.47%
5Y
+13.62%
Since Inception
+17.22%
Sharpe
0.71
Sortino
1.13
Max Drawdown
-24.04%
Volatility
15.21%
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
#25 of 42
Top 60%
3Y CAGR
#16 of 38
Top 42%
5Y CAGR
#6 of 28
Top 21%
Sharpe
#11 of 42
Top 26%