1Y
+3.01%
3Y
-
5Y
-
Since Inception
+3.43%
Sharpe
0.01
Sortino
0.01
Max Drawdown
-24.36%
Volatility
24.45%
Alpha
+4.47%
provisional: short history
Beta
1.01
provisional: short history
Info Ratio
0.70
provisional: short history
Up / Down Capture
119 / 105
provisional: short history
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2024-06-24
AUM₹110 Cr (January - March 2026)
Expense ratio (Direct)0.99%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#13 of 31
Top 42%
3Y CAGR
-
5Y CAGR
-
Sharpe
#30 of 31
Top 97%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.