1Y
+17.25%
3Y
+24.52%
5Y
+20.85%
Since Inception
+24.04%
Sharpe
1.18
Sortino
2.10
Max Drawdown
-15.89%
Volatility
12.99%
Alpha
+15.45%
vs proxy benchmark
Beta
0.95
vs proxy benchmark
Info Ratio
1.92
vs proxy benchmark
Up / Down Capture
162 / 45
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCquant
Fund manager-
Data from2021-04-13
AUM₹4.8K Cr (January - March 2026)
Expense ratio (Direct)0.61%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Asset Allocation
1Y
#2 of 28
Top 7%
3Y CAGR
#1 of 11
Top 9%
5Y CAGR
#1 of 8
Top 12%
Sharpe
#4 of 27
Top 15%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.