1Y
+1.45%
3Y
+12.22%
5Y
+12.38%
Since Inception
+15.09%
Sharpe
0.60
Sortino
0.93
Max Drawdown
-19.65%
Volatility
15.40%
Alpha
+2.16%
Beta
1.04
Info Ratio
0.39
Up / Down Capture
108 / 98
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹37 Cr (January - March 2026)
Expense ratio (Direct)1.19%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#15 of 29
Top 52%
3Y CAGR
#16 of 28
Top 57%
5Y CAGR
#7 of 23
Top 30%
Sharpe
#11 of 29
Top 38%