1Y
+2.85%
3Y
+11.59%
5Y
+8.77%
Since Inception
+10.92%
Sharpe
0.30
Sortino
0.44
Max Drawdown
-15.09%
Volatility
11.26%
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
#17 of 32
Top 53%
3Y CAGR
#20 of 32
Top 62%
5Y CAGR
#21 of 28
Top 75%
Sharpe
#24 of 32
Top 75%