1Y
+4.33%
3Y
+12.67%
5Y
+6.61%
Since Inception
+10.75%
Sharpe
0.17
Sortino
0.26
Max Drawdown
-27.99%
Volatility
15.41%
Alpha
-1.04%
Beta
0.89
Info Ratio
-0.33
Up / Down Capture
91 / 95
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹32.6K Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#18 of 58
Top 31%
3Y CAGR
#32 of 57
Top 56%
5Y CAGR
#45 of 45
Top 100%
Sharpe
#54 of 58
Top 93%