1Y
-0.27%
3Y
+11.35%
5Y
+13.34%
Since Inception
+17.39%
Sharpe
0.54
Sortino
0.85
Max Drawdown
-26.08%
Volatility
16.87%
Alpha
+2.95%
Beta
1.16
Info Ratio
0.48
Up / Down Capture
118 / 108
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹170 Cr (January - March 2026)
Expense ratio (Direct)1.93%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#15 of 23
Top 65%
3Y CAGR
#18 of 22
Top 82%
5Y CAGR
#5 of 18
Top 28%
Sharpe
#12 of 23
Top 52%