1Y
-11.14%
3Y
+13.91%
5Y
+14.04%
Since Inception
+15.97%
Sharpe
0.59
Sortino
0.93
Max Drawdown
-27.52%
Volatility
16.97%
Alpha
+1.27%
Beta
1.16
Info Ratio
0.30
Up / Down Capture
114 / 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
#23 of 23
Top 100%
3Y CAGR
#15 of 21
Top 71%
5Y CAGR
#11 of 15
Top 73%
Sharpe
#14 of 23
Top 61%