1Y
+4.97%
3Y
+7.14%
5Y
-
Since Inception
+7.03%
Sharpe
-0.19
Sortino
-0.26
Max Drawdown
-0.53%
Volatility
1.09%
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
#15 of 29
Top 52%
3Y CAGR
#23 of 28
Top 82%
5Y CAGR
-
Sharpe
#4 of 28
Top 14%