1Y
-4.18%
3Y
+9.16%
5Y
+9.01%
Since Inception
+10.40%
Sharpe
0.29
Sortino
0.41
Max Drawdown
-23.50%
Volatility
15.16%
Alpha
-3.25%
Beta
1.00
Info Ratio
-0.48
Up / Down Capture
95 / 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
#34 of 58
Top 59%
3Y CAGR
#53 of 56
Top 95%
5Y CAGR
#43 of 45
Top 96%
Sharpe
#53 of 58
Top 91%