1Y
-2.02%
3Y
+8.88%
5Y
+8.68%
Since Inception
+11.64%
Sharpe
0.43
Sortino
0.64
Max Drawdown
-20.37%
Volatility
13.71%
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
#14 of 37
Top 38%
3Y CAGR
#22 of 34
Top 65%
5Y CAGR
#13 of 31
Top 42%
Sharpe
#18 of 37
Top 49%