1Y
-0.52%
3Y
+10.48%
5Y
+9.98%
Since Inception
+12.96%
Sharpe
0.52
Sortino
0.78
Max Drawdown
-19.80%
Volatility
13.70%
Alpha
+2.11%
Beta
1.01
Info Ratio
0.52
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
#10 of 37
Top 27%
3Y CAGR
#11 of 34
Top 32%
5Y CAGR
#6 of 31
Top 19%
Sharpe
#8 of 37
Top 22%