1Y
-3.41%
3Y
-
5Y
-
Since Inception
-9.50%
Sharpe
-0.54
Sortino
-0.67
Max Drawdown
-32.21%
Volatility
23.72%
Alpha
-7.07%
provisional: short history
Beta
1.25
provisional: short history
Info Ratio
-0.68
provisional: short history
Up / Down Capture
85 / 124
provisional: short history
NAV (last ~1 year)
Fund details
AMCSamco
Fund manager-
Data from2024-06-13
AUM₹130 Cr (January - March 2026)
Expense ratio (Direct)0.93%
Minimum lumpsumRs 5,000
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#155 of 225
Top 69%
3Y CAGR
-
5Y CAGR
-
Sharpe
#220 of 225
Top 98%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.