1Y
+6.68%
3Y
+7.27%
5Y
+6.53%
Since Inception
+6.37%
Sharpe
-
Sortino
-
Max Drawdown
-0.31%
Volatility
0.66%
Alpha
-0.01%
Beta
0.60
Info Ratio
-0.14
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
#20 of 38
Top 53%
3Y CAGR
#20 of 31
Top 65%
5Y CAGR
#16 of 25
Top 64%
Sharpe
-