1Y
+4.86%
3Y
+13.95%
5Y
-
Since Inception
+17.38%
Sharpe
0.55
Sortino
0.81
Max Drawdown
-19.25%
Volatility
15.25%
Alpha
+2.01%
Beta
1.01
Info Ratio
0.65
Up / Down Capture
103 / 91
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2023-02-27
AUM₹2.1K Cr (January - March 2026)
Expense ratio (Direct)1.18%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#124 of 242
Top 51%
3Y CAGR
#83 of 145
Top 57%
5Y CAGR
-
Sharpe
#63 of 242
Top 26%