1Y
-13.07%
3Y
-
5Y
-
Since Inception
-9.97%
Sharpe
-1.06
Sortino
-1.24
Max Drawdown
-20.06%
Volatility
13.21%
Alpha
-10.90%
provisional: short history
Beta
0.64
provisional: short history
Info Ratio
-1.01
provisional: short history
Up / Down Capture
51 / 88
provisional: short history
NAV (last ~1 year)
Fund details
AMCSamco
Fund manager-
Data from2024-11-06
AUM₹263 Cr (January - March 2026)
Expense ratio (Direct)9.78%
Minimum lumpsumRs 5,000
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#31 of 31
Top 100%
3Y CAGR
-
5Y CAGR
-
Sharpe
#31 of 31
Top 100%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.