1Y
+4.22%
3Y
+6.32%
5Y
-
Since Inception
+6.19%
Sharpe
-0.92
Sortino
-1.08
Max Drawdown
-0.57%
Volatility
1.09%
Alpha
-0.52%
Beta
1.24
Info Ratio
-1.77
Up / Down Capture
92 / 201
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2022-09-01
AUM₹20 Cr (January - March 2026)
Expense ratio (Direct)0.38%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Short Duration
1Y
#27 of 29
Top 93%
3Y CAGR
#27 of 28
Top 96%
5Y CAGR
-
Sharpe
#21 of 28
Top 75%