1Y
+4.04%
3Y
+23.43%
5Y
-
Since Inception
+22.83%
Sharpe
0.87
Sortino
1.49
Max Drawdown
-22.54%
Volatility
18.46%
Alpha
+2.26%
Beta
1.00
Info Ratio
0.37
Up / Down Capture
105 / 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 31
Top 23%
3Y CAGR
#5 of 29
Top 17%
5Y CAGR
-
Sharpe
#8 of 31
Top 26%