1Y
-5.02%
3Y
-
5Y
-
Since Inception
+12.15%
Sharpe
0.43
Sortino
0.72
Max Drawdown
-25.00%
Volatility
16.88%
Alpha
+3.18%
Beta
0.79
Info Ratio
0.18
Up / Down Capture
77 / 44
NAV (last ~1 year)
Fund details
AMCSamco
Fund manager-
Data from2023-07-12
AUM₹651 Cr (January - March 2026)
Expense ratio (Direct)1.51%
Minimum lumpsumRs 5,000
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#170 of 225
Top 76%
3Y CAGR
-
5Y CAGR
-
Sharpe
#117 of 225
Top 52%