1Y
+9.96%
3Y
+19.05%
5Y
-
Since Inception
+23.22%
Sharpe
0.94
Sortino
1.62
Max Drawdown
-22.54%
Volatility
17.92%
Alpha
+3.78%
Beta
1.00
Info Ratio
0.58
Up / Down Capture
109 / 97
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2022-11-25
AUM₹190 Cr (January - March 2026)
Expense ratio (Direct)0.92%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#7 of 32
Top 22%
3Y CAGR
#7 of 30
Top 23%
5Y CAGR
-
Sharpe
#7 of 32
Top 22%