1Y
+3.31%
3Y
-
5Y
-
Since Inception
-8.31%
Sharpe
-0.84
Sortino
-0.93
Max Drawdown
-29.57%
Volatility
21.66%
Alpha
-14.66%
provisional: short history
Beta
1.13
provisional: short history
Info Ratio
-1.24
provisional: short history
Up / Down Capture
90 / 162
provisional: short history
NAV (last ~1 year)
Fund details
AMCShriram
Fund manager-
Data from2024-12-13
AUM₹179 Cr (January - March 2026)
Expense ratio (Direct)0.69%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#143 of 242
Top 59%
3Y CAGR
-
5Y CAGR
-
Sharpe
#240 of 242
Top 99%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.