1Y
+8.10%
3Y
+14.96%
5Y
+8.90%
Since Inception
+12.20%
Sharpe
0.39
Sortino
0.56
Max Drawdown
-17.35%
Volatility
10.28%
Alpha
+5.81%
vs proxy benchmark
Beta
0.94
vs proxy benchmark
Info Ratio
1.35
vs proxy benchmark
Up / Down Capture
115 / 62
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹2.1K Cr (January - March 2026)
Expense ratio (Direct)0.93%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Asset Allocation
1Y
#15 of 31
Top 48%
3Y CAGR
#8 of 15
Top 53%
5Y CAGR
#8 of 8
Top 100%
Sharpe
#19 of 31
Top 61%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.