1Y
-5.87%
3Y
+15.33%
5Y
+15.22%
Since Inception
+16.68%
Sharpe
0.66
Sortino
1.04
Max Drawdown
-24.04%
Volatility
15.53%
Alpha
+2.53%
Beta
1.05
Info Ratio
0.46
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
#35 of 41
Top 85%
3Y CAGR
#13 of 35
Top 37%
5Y CAGR
#5 of 25
Top 20%
Sharpe
#8 of 40
Top 20%