1Y
+1.26%
3Y
+9.34%
5Y
+7.58%
Since Inception
+10.09%
Sharpe
0.36
Sortino
0.52
Max Drawdown
-16.18%
Volatility
10.80%
Alpha
+2.98%
Beta
1.13
Info Ratio
0.58
Up / Down Capture
129 / 121
NAV (last ~1 year)
Fund details
AMCShriram
Fund manager-
Data from2021-04-13
AUM₹49 Cr (January - March 2026)
Expense ratio (Direct)0.74%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#12 of 32
Top 38%
3Y CAGR
#26 of 32
Top 81%
5Y CAGR
#25 of 28
Top 89%
Sharpe
#28 of 32
Top 88%