1Y
+5.13%
3Y
+12.09%
5Y
+9.06%
Since Inception
+11.27%
Sharpe
0.42
Sortino
0.62
Max Drawdown
-15.09%
Volatility
11.20%
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
#6 of 32
Top 19%
3Y CAGR
#10 of 32
Top 31%
5Y CAGR
#18 of 28
Top 64%
Sharpe
#24 of 32
Top 75%