1Y
+2.71%
3Y
+7.09%
5Y
+6.30%
Since Inception
+6.31%
Sharpe
-0.43
Sortino
-0.57
Max Drawdown
-1.64%
Volatility
2.42%
Alpha
+1.39%
vs proxy benchmark
Beta
1.26
vs proxy benchmark
Info Ratio
0.85
vs proxy benchmark
Up / Down Capture
116 / 106
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCQuantum
Fund manager-
Data from2021-04-15
AUM₹103 Cr (January - March 2026)
Expense ratio (Direct)0.49%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Bond
1Y
#18 of 29
Top 62%
3Y CAGR
#13 of 27
Top 48%
5Y CAGR
#9 of 22
Top 41%
Sharpe
#15 of 29
Top 52%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.