1Y
+14.92%
3Y
+17.37%
5Y
+13.68%
Since Inception
+14.42%
Sharpe
0.50
Sortino
0.80
Max Drawdown
-24.59%
Volatility
16.96%
Alpha
+1.02%
Beta
0.75
Info Ratio
-0.27
Up / Down Capture
80 / 70
NAV (last ~1 year)
Fund details
AMCPGIM India
Fund manager-
Data from2021-08-02
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)0.87%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#13 of 32
Top 41%
3Y CAGR
#10 of 24
Top 42%
5Y CAGR
#20 of 21
Top 95%
Sharpe
#27 of 32
Top 84%