1Y
+26.77%
3Y
-
5Y
-
Since Inception
+13.67%
Sharpe
0.49
Sortino
0.75
Max Drawdown
-14.45%
Volatility
16.90%
Alpha
+5.87%
provisional: short history
Beta
0.72
provisional: short history
Info Ratio
0.53
provisional: short history
Up / Down Capture
105 / 74
provisional: short history
NAV (last ~1 year)
Fund details
AMCPGIM India
Fund manager-
Data from2024-12-11
AUM₹91 Cr (January - March 2026)
Expense ratio (Direct)0.80%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#7 of 238
Top 3%
3Y CAGR
-
5Y CAGR
-
Sharpe
#118 of 237
Top 50%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.