1Y
+9.61%
3Y
+15.03%
5Y
-
Since Inception
+18.06%
Sharpe
0.80
Sortino
1.23
Max Drawdown
-19.80%
Volatility
14.85%
Alpha
+4.47%
Beta
0.95
Info Ratio
0.78
Up / Down Capture
106 / 81
NAV (last ~1 year)
Fund details
AMCUnion
Fund manager-
Data from2022-12-26
AUM₹1.3K Cr (January - March 2026)
Expense ratio (Direct)1.34%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#9 of 32
Top 28%
3Y CAGR
#10 of 22
Top 45%
5Y CAGR
-
Sharpe
#7 of 32
Top 22%