1Y
-2.91%
3Y
+11.29%
5Y
+9.36%
Since Inception
+10.34%
Sharpe
0.34
Sortino
0.51
Max Drawdown
-15.09%
Volatility
11.37%
Alpha
+3.04%
Beta
1.23
Info Ratio
0.66
Up / Down Capture
131 / 123
NAV (last ~1 year)
Fund details
AMCLIC
Fund manager-
Data from2021-04-13
AUM₹512 Cr (January - March 2026)
Expense ratio (Direct)1.32%
Minimum lumpsumRs 5,000
Minimum SIPRs 200
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#20 of 32
Top 62%
3Y CAGR
#22 of 32
Top 69%
5Y CAGR
#23 of 28
Top 82%
Sharpe
#27 of 32
Top 84%