1Y
+8.31%
3Y
+17.11%
5Y
-
Since Inception
+21.13%
Sharpe
0.85
Sortino
1.42
Max Drawdown
-23.08%
Volatility
17.88%
Alpha
+2.09%
Beta
1.00
Info Ratio
0.32
Up / Down Capture
106 / 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
#12 of 32
Top 38%
3Y CAGR
#15 of 30
Top 50%
5Y CAGR
-
Sharpe
#13 of 32
Top 41%