1Y
+4.03%
3Y
+16.61%
5Y
-
Since Inception
+17.09%
Sharpe
0.69
Sortino
1.04
Max Drawdown
-19.80%
Volatility
15.25%
Alpha
+3.76%
Beta
0.95
Info Ratio
0.66
Up / Down Capture
103 / 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
#4 of 31
Top 13%
3Y CAGR
#10 of 19
Top 53%
5Y CAGR
-
Sharpe
#7 of 31
Top 23%