1Y
-3.90%
3Y
+12.36%
5Y
+12.75%
Since Inception
+15.74%
Sharpe
0.56
Sortino
0.89
Max Drawdown
-19.50%
Volatility
15.66%
Alpha
-5.36%
Beta
0.83
Info Ratio
-1.25
Up / Down Capture
73 / 86
NAV (last ~1 year)
Fund details
AMCPGIM India
Fund manager-
Data from2021-04-13
AUM₹10.7K Cr (January - March 2026)
Expense ratio (Direct)0.58%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#27 of 31
Top 87%
3Y CAGR
#28 of 29
Top 97%
5Y CAGR
#20 of 22
Top 91%
Sharpe
#29 of 31
Top 94%