1Y
-1.69%
3Y
+11.55%
5Y
+12.52%
Since Inception
+14.46%
Sharpe
0.50
Sortino
0.76
Max Drawdown
-18.80%
Volatility
15.56%
Alpha
-3.65%
Beta
1.03
Info Ratio
-0.78
Up / Down Capture
92 / 106
NAV (last ~1 year)
Fund details
AMCNavi
Fund manager-
Data from2021-04-13
AUM₹294 Cr (January - March 2026)
Expense ratio (Direct)0.59%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#15 of 33
Top 45%
3Y CAGR
#27 of 28
Top 96%
5Y CAGR
#22 of 28
Top 79%
Sharpe
#25 of 33
Top 76%