1Y
+4.28%
3Y
+13.14%
5Y
+10.20%
Since Inception
+12.00%
Sharpe
0.47
Sortino
0.71
Max Drawdown
-9.64%
Volatility
8.11%
Alpha
+4.70%
Beta
1.12
Info Ratio
2.34
Up / Down Capture
129 / 92
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹3.8K Cr (January - March 2026)
Expense ratio (Direct)0.87%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#16 of 37
Top 43%
3Y CAGR
#4 of 31
Top 13%
5Y CAGR
#7 of 21
Top 33%
Sharpe
#6 of 36
Top 17%