1Y
+4.60%
3Y
+9.20%
5Y
+9.28%
Since Inception
+9.32%
Sharpe
0.63
Sortino
1.02
Max Drawdown
-2.32%
Volatility
3.42%
Alpha
+3.51%
Beta
0.85
Info Ratio
1.70
Up / Down Capture
131 / 54
NAV (last ~1 year)
Fund details
AMCPPFAS
Fund manager-
Data from2021-05-28
AUM₹3.3K Cr (January - March 2026)
Expense ratio (Direct)0.29%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#4 of 19
Top 21%
3Y CAGR
#1 of 19
Top 5%
5Y CAGR
#1 of 18
Top 6%
Sharpe
#2 of 19
Top 11%