1Y
+2.48%
3Y
+6.66%
5Y
+6.55%
Since Inception
+7.37%
Sharpe
0.01
Sortino
0.01
Max Drawdown
-3.08%
Volatility
2.91%
Alpha
-0.88%
Beta
0.57
Info Ratio
-0.48
Up / Down Capture
68 / 36
NAV (last ~1 year)
Fund details
AMCPGIM India
Fund manager-
Data from2021-04-13
AUM₹65 Cr (January - March 2026)
Expense ratio (Direct)0.60%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#15 of 23
Top 65%
3Y CAGR
#21 of 21
Top 100%
5Y CAGR
#17 of 18
Top 94%
Sharpe
#22 of 23
Top 96%