1Y
-4.28%
3Y
+12.40%
5Y
+11.60%
Since Inception
+12.82%
Sharpe
0.47
Sortino
0.71
Max Drawdown
-19.80%
Volatility
14.02%
Alpha
+2.21%
Beta
1.02
Info Ratio
0.54
Up / Down Capture
110 / 102
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹117 Cr (January - March 2026)
Expense ratio (Direct)0.96%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#12 of 37
Top 32%
3Y CAGR
#10 of 34
Top 29%
5Y CAGR
#6 of 30
Top 20%
Sharpe
#8 of 37
Top 22%