1Y
-0.96%
3Y
+11.47%
5Y
+13.48%
Since Inception
+16.89%
Sharpe
0.63
Sortino
1.00
Max Drawdown
-27.52%
Volatility
16.66%
Alpha
+1.77%
Beta
1.16
Info Ratio
0.33
Up / Down Capture
115 / 110
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹686 Cr (January - March 2026)
Expense ratio (Direct)1.93%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Value
1Y
#16 of 23
Top 70%
3Y CAGR
#15 of 22
Top 68%
5Y CAGR
#4 of 17
Top 24%
Sharpe
#14 of 23
Top 61%