1Y
+2.42%
3Y
+10.51%
5Y
+6.30%
Since Inception
+9.94%
Sharpe
0.17
Sortino
0.24
Max Drawdown
-18.19%
Volatility
10.88%
Alpha
-1.72%
vs proxy benchmark
Beta
0.68
vs proxy benchmark
Info Ratio
-0.65
vs proxy benchmark
Up / Down Capture
73 / 74
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹757 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Childrens
1Y
#6 of 9
Top 67%
3Y CAGR
#6 of 7
Top 86%
5Y CAGR
#7 of 7
Top 100%
Sharpe
#7 of 9
Top 78%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.