1Y
-3.40%
3Y
+7.47%
5Y
+7.13%
Since Inception
+7.78%
Sharpe
0.13
Sortino
0.18
Max Drawdown
-13.66%
Volatility
9.52%
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
#28 of 30
Top 93%
5Y CAGR
#17 of 19
Top 89%
Sharpe
#28 of 36
Top 78%