1Y
+6.73%
3Y
+18.59%
5Y
-
Since Inception
+18.61%
Sharpe
0.73
Sortino
1.15
Max Drawdown
-20.44%
Volatility
17.85%
Alpha
+7.23%
Beta
0.98
Info Ratio
0.81
Up / Down Capture
110 / 72
NAV (last ~1 year)
Fund details
AMCLIC
Fund manager-
Data from2023-07-31
AUM₹650 Cr (January - March 2026)
Expense ratio (Direct)1.71%
Minimum lumpsumRs 5,000
Minimum SIPRs 200
Risk rating-
Investment objective
Not available.
Peer rankwithin Dividend Yield
1Y
#2 of 10
Top 20%
3Y CAGR
#1 of 9
Top 11%
5Y CAGR
-
Sharpe
#3 of 10
Top 30%