1Y
-1.02%
3Y
+6.36%
5Y
+6.23%
Since Inception
+7.71%
Sharpe
0.16
Sortino
0.22
Max Drawdown
-13.66%
Volatility
9.31%
Alpha
+0.35%
Beta
1.24
Info Ratio
0.09
Up / Down Capture
113 / 120
NAV (last ~1 year)
Fund details
AMCShriram
Fund manager-
Data from2021-04-13
AUM₹55 Cr (January - March 2026)
Expense ratio (Direct)0.68%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#32 of 37
Top 86%
3Y CAGR
#30 of 31
Top 97%
5Y CAGR
#18 of 20
Top 90%
Sharpe
#29 of 36
Top 81%