1Y
+9.05%
3Y
+16.81%
5Y
+14.91%
Since Inception
+19.74%
Sharpe
0.83
Sortino
1.31
Max Drawdown
-21.26%
Volatility
16.06%
Alpha
+1.05%
Beta
0.90
Info Ratio
-0.03
Up / Down Capture
94 / 88
NAV (last ~1 year)
Fund details
AMCUnion
Fund manager-
Data from2021-04-13
AUM₹1.6K Cr (January - March 2026)
Expense ratio (Direct)0.80%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#10 of 32
Top 31%
3Y CAGR
#16 of 30
Top 53%
5Y CAGR
#13 of 22
Top 59%
Sharpe
#16 of 32
Top 50%