1Y
-0.16%
3Y
+10.55%
5Y
+10.98%
Since Inception
+13.67%
Sharpe
0.52
Sortino
0.79
Max Drawdown
-21.43%
Volatility
15.40%
Alpha
+0.70%
Beta
1.04
Info Ratio
0.15
Up / Down Capture
104 / 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
#19 of 29
Top 66%
3Y CAGR
#19 of 28
Top 68%
5Y CAGR
#12 of 23
Top 52%
Sharpe
#19 of 29
Top 66%