1Y
+1.62%
3Y
-
5Y
-
Since Inception
+8.08%
Sharpe
0.29
Sortino
0.36
Max Drawdown
-10.49%
Volatility
8.22%
Alpha
+4.02%
vs proxy benchmark
Beta
0.76
vs proxy benchmark
Info Ratio
1.13
vs proxy benchmark
Up / Down Capture
91 / 44
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCQuantum
Fund manager-
Data from2024-03-07
AUM₹54 Cr (January - March 2026)
Expense ratio (Direct)0.50%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Asset Allocation
1Y
#28 of 28
Top 100%
3Y CAGR
-
5Y CAGR
-
Sharpe
#25 of 27
Top 93%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.