1Y
-1.84%
3Y
+11.26%
5Y
+10.10%
Since Inception
+11.66%
Sharpe
0.44
Sortino
0.66
Max Drawdown
-15.12%
Volatility
11.09%
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
#14 of 32
Top 44%
3Y CAGR
#23 of 32
Top 72%
5Y CAGR
#20 of 28
Top 71%
Sharpe
#20 of 32
Top 62%