1Y
+11.91%
3Y
+19.09%
5Y
+17.55%
Since Inception
+20.49%
Sharpe
0.73
Sortino
1.19
Max Drawdown
-26.24%
Volatility
17.97%
Alpha
+2.40%
Beta
0.84
Info Ratio
0.02
Up / Down Capture
88 / 75
NAV (last ~1 year)
Fund details
AMCUnion
Fund manager-
Data from2021-04-13
AUM₹1.7K Cr (January - March 2026)
Expense ratio (Direct)1.83%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#2 of 31
Top 6%
3Y CAGR
#7 of 23
Top 30%
5Y CAGR
#9 of 20
Top 45%
Sharpe
#14 of 31
Top 45%