1Y
+9.94%
3Y
+15.63%
5Y
-
Since Inception
+18.34%
Sharpe
0.62
Sortino
0.92
Max Drawdown
-19.80%
Volatility
15.03%
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
#10 of 32
Top 31%
3Y CAGR
#11 of 23
Top 48%
5Y CAGR
-
Sharpe
#5 of 32
Top 16%