1Y
+0.22%
3Y
+12.83%
5Y
+14.62%
Since Inception
+18.03%
Sharpe
0.69
Sortino
1.11
Max Drawdown
-26.08%
Volatility
16.66%
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
#13 of 23
Top 57%
3Y CAGR
#11 of 22
Top 50%
5Y CAGR
#1 of 17
Top 6%
Sharpe
#10 of 23
Top 43%