1Y
-1.58%
3Y
-
5Y
-
Since Inception
-3.07%
Sharpe
-0.61
Sortino
-0.74
Max Drawdown
-21.52%
Volatility
19.67%
Alpha
-7.47%
provisional: short history
Beta
1.12
provisional: short history
Info Ratio
-1.03
provisional: short history
Up / Down Capture
107 / 147
provisional: short history
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2024-12-18
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)4.49%
Minimum lumpsumRs 100
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#206 of 242
Top 85%
3Y CAGR
-
5Y CAGR
-
Sharpe
#235 of 242
Top 97%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.