1Y
+2.15%
3Y
-
5Y
-
Since Inception
-0.51%
Sharpe
-0.30
Sortino
-0.41
Max Drawdown
-18.10%
Volatility
17.49%
Alpha
+3.21%
provisional: short history
Beta
0.97
provisional: short history
Info Ratio
0.89
provisional: short history
Up / Down Capture
104 / 88
provisional: short history
NAV (last ~1 year)
Fund details
AMCPGIM India
Fund manager-
Data from2024-09-13
AUM₹399 Cr (January - March 2026)
Expense ratio (Direct)0.76%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#7 of 31
Top 23%
3Y CAGR
-
5Y CAGR
-
Sharpe
#30 of 31
Top 97%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.