1Y
-10.05%
3Y
+15.24%
5Y
+15.14%
Since Inception
+17.08%
Sharpe
0.64
Sortino
1.03
Max Drawdown
-26.08%
Volatility
16.97%
Alpha
+2.44%
Beta
1.16
Info Ratio
0.45
Up / Down Capture
117 / 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
#22 of 23
Top 96%
3Y CAGR
#11 of 21
Top 52%
5Y CAGR
#4 of 15
Top 27%
Sharpe
#11 of 23
Top 48%