1Y
-2.13%
3Y
-
5Y
-
Since Inception
-4.58%
Sharpe
-0.70
Sortino
-0.88
Max Drawdown
-20.06%
Volatility
13.34%
Alpha
-9.58%
provisional: short history
Beta
0.65
provisional: short history
Info Ratio
-0.90
provisional: short history
Up / Down Capture
55 / 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 32
Top 97%
3Y CAGR
-
5Y CAGR
-
Sharpe
#32 of 32
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.