1Y
+6.30%
3Y
+7.35%
5Y
+6.37%
Since Inception
+6.33%
Sharpe
-
Sortino
-
Max Drawdown
-0.26%
Volatility
0.64%
Alpha
-0.15%
Beta
0.64
Info Ratio
-0.55
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCUnion
Fund manager-
Data from2021-04-13
AUM₹279 Cr (January - March 2026)
Expense ratio (Direct)0.92%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Arbitrage
1Y
#27 of 37
Top 73%
3Y CAGR
#20 of 30
Top 67%
5Y CAGR
#17 of 25
Top 68%
Sharpe
-