1Y
+5.07%
3Y
+7.07%
5Y
-
Since Inception
+6.89%
Sharpe
-0.09
Sortino
-0.14
Max Drawdown
-0.53%
Volatility
1.16%
Alpha
+0.24%
Beta
1.25
Info Ratio
0.39
Up / Down Capture
103 / 171
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2022-09-01
AUM₹64 Cr (January - March 2026)
Expense ratio (Direct)0.38%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Short Duration
1Y
#21 of 29
Top 72%
3Y CAGR
#23 of 28
Top 82%
5Y CAGR
-
Sharpe
#5 of 29
Top 17%