1Y
-6.06%
3Y
+12.42%
5Y
+11.93%
Since Inception
+12.84%
Sharpe
0.45
Sortino
0.69
Max Drawdown
-21.43%
Volatility
15.72%
Alpha
+0.14%
Beta
1.04
Info Ratio
0.07
Up / Down Capture
102 / 101
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹245 Cr (January - March 2026)
Expense ratio (Direct)1.19%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#22 of 29
Top 76%
3Y CAGR
#17 of 26
Top 65%
5Y CAGR
#14 of 22
Top 64%
Sharpe
#20 of 29
Top 69%