1Y
+1.34%
3Y
-
5Y
-
Since Inception
+1.71%
Sharpe
-0.06
Sortino
-0.09
Max Drawdown
-25.88%
Volatility
24.42%
Alpha
+2.78%
provisional: short history
Beta
1.01
provisional: short history
Info Ratio
0.43
provisional: short history
Up / Down Capture
115 / 107
provisional: short history
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2024-06-24
AUM₹526 Cr (January - March 2026)
Expense ratio (Direct)0.99%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#17 of 31
Top 55%
3Y CAGR
-
5Y CAGR
-
Sharpe
#31 of 31
Top 100%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.