1Y
-0.12%
3Y
+8.22%
5Y
+7.22%
Since Inception
+10.98%
Sharpe
0.22
Sortino
0.30
Max Drawdown
-23.50%
Volatility
14.88%
Alpha
-2.58%
Beta
1.00
Info Ratio
-0.38
Up / Down Capture
97 / 113
NAV (last ~1 year)
Fund details
AMCShriram
Fund manager-
Data from2021-04-13
AUM₹47 Cr (January - March 2026)
Expense ratio (Direct)0.72%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#43 of 58
Top 74%
3Y CAGR
#56 of 57
Top 98%
5Y CAGR
#43 of 45
Top 96%
Sharpe
#51 of 58
Top 88%