1Y
-5.75%
3Y
+10.86%
5Y
+10.32%
Since Inception
+11.52%
Sharpe
0.39
Sortino
0.57
Max Drawdown
-20.37%
Volatility
14.03%
Alpha
+0.82%
Beta
1.02
Info Ratio
0.21
Up / Down Capture
107 / 106
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹322 Cr (January - March 2026)
Expense ratio (Direct)0.96%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#21 of 37
Top 57%
3Y CAGR
#21 of 34
Top 62%
5Y CAGR
#15 of 30
Top 50%
Sharpe
#20 of 37
Top 54%