1Y
+1.26%
3Y
+19.43%
5Y
-
Since Inception
+17.76%
Sharpe
0.68
Sortino
1.03
Max Drawdown
-19.32%
Volatility
16.87%
Alpha
+5.46%
Beta
1.06
Info Ratio
0.88
Up / Down Capture
118 / 93
NAV (last ~1 year)
Fund details
AMCLIC
Fund manager-
Data from2022-11-02
AUM₹1.8K Cr (January - March 2026)
Expense ratio (Direct)2.14%
Minimum lumpsumRs 5,000
Minimum SIPRs 200
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#12 of 31
Top 39%
3Y CAGR
#5 of 19
Top 26%
5Y CAGR
-
Sharpe
#9 of 31
Top 29%