1Y
-4.49%
3Y
+9.34%
5Y
+9.18%
Since Inception
+10.48%
Sharpe
0.30
Sortino
0.43
Max Drawdown
-23.88%
Volatility
15.23%
Alpha
-2.92%
Beta
1.00
Info Ratio
-0.42
Up / Down Capture
95 / 111
NAV (last ~1 year)
Fund details
AMCShriram
Fund manager-
Data from2021-04-13
AUM₹130 Cr (January - March 2026)
Expense ratio (Direct)0.85%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#28 of 41
Top 68%
3Y CAGR
#33 of 35
Top 94%
5Y CAGR
#24 of 25
Top 96%
Sharpe
#36 of 40
Top 90%