1Y
-4.53%
3Y
+14.05%
5Y
+13.30%
Since Inception
+14.22%
Sharpe
0.53
Sortino
0.82
Max Drawdown
-19.65%
Volatility
15.72%
Alpha
+1.57%
Beta
1.04
Info Ratio
0.32
Up / Down Capture
105 / 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
#19 of 29
Top 66%
3Y CAGR
#12 of 26
Top 46%
5Y CAGR
#7 of 22
Top 32%
Sharpe
#13 of 29
Top 45%