1Y
+2.46%
3Y
+21.36%
5Y
-
Since Inception
+20.73%
Sharpe
0.78
Sortino
1.30
Max Drawdown
-23.08%
Volatility
18.43%
Alpha
+0.57%
Beta
1.00
Info Ratio
0.10
Up / Down Capture
101 / 100
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2022-11-25
AUM₹921 Cr (January - March 2026)
Expense ratio (Direct)0.92%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#13 of 31
Top 42%
3Y CAGR
#11 of 29
Top 38%
5Y CAGR
-
Sharpe
#13 of 31
Top 42%