1Y
-1.56%
3Y
+7.20%
5Y
+6.60%
Since Inception
+10.25%
Sharpe
0.31
Sortino
0.44
Max Drawdown
-23.50%
Volatility
14.83%
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
#41 of 58
Top 71%
3Y CAGR
#54 of 57
Top 95%
5Y CAGR
#44 of 45
Top 98%
Sharpe
#53 of 58
Top 91%