1Y
+9.40%
3Y
+18.51%
5Y
-
Since Inception
+18.77%
Sharpe
0.61
Sortino
0.92
Max Drawdown
-19.32%
Volatility
16.50%
Alpha
+6.36%
Beta
1.06
Info Ratio
0.98
Up / Down Capture
121 / 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
#11 of 32
Top 34%
3Y CAGR
#3 of 23
Top 13%
5Y CAGR
-
Sharpe
#8 of 32
Top 25%