1Y
+0.80%
3Y
+10.81%
5Y
+9.35%
Since Inception
+12.57%
Sharpe
0.32
Sortino
0.47
Max Drawdown
-20.37%
Volatility
13.84%
Alpha
+0.71%
Beta
1.01
Info Ratio
0.18
Up / Down Capture
106 / 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
#26 of 37
Top 70%
3Y CAGR
#26 of 34
Top 76%
5Y CAGR
#18 of 31
Top 58%
Sharpe
#22 of 37
Top 59%