1Y
+7.47%
3Y
+15.77%
5Y
+11.60%
Since Inception
+16.75%
Sharpe
0.54
Sortino
0.84
Max Drawdown
-21.26%
Volatility
14.78%
Alpha
+2.17%
Beta
0.84
Info Ratio
0.17
Up / Down Capture
96 / 85
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹15.2K Cr (January - March 2026)
Expense ratio (Direct)0.71%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#8 of 36
Top 22%
3Y CAGR
#6 of 28
Top 21%
5Y CAGR
#18 of 28
Top 64%
Sharpe
#16 of 36
Top 44%