1Y
+3.10%
3Y
+10.68%
5Y
+8.73%
Since Inception
+12.07%
Sharpe
0.51
Sortino
0.76
Max Drawdown
-15.12%
Volatility
10.87%
Alpha
+3.32%
Beta
1.18
Info Ratio
0.86
Up / Down Capture
126 / 110
NAV (last ~1 year)
Fund details
AMCUnion
Fund manager-
Data from2021-04-13
AUM₹685 Cr (January - March 2026)
Expense ratio (Direct)2.91%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#7 of 32
Top 22%
3Y CAGR
#19 of 32
Top 59%
5Y CAGR
#20 of 28
Top 71%
Sharpe
#19 of 32
Top 59%