1Y
+11.97%
3Y
+19.95%
5Y
-
Since Inception
+16.96%
Sharpe
0.56
Sortino
0.88
Max Drawdown
-18.08%
Volatility
15.21%
Alpha
+6.96%
Beta
0.98
Info Ratio
1.43
Up / Down Capture
115 / 81
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-12-23
AUM₹9.1K Cr (January - March 2026)
Expense ratio (Direct)0.98%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#6 of 32
Top 19%
3Y CAGR
#1 of 23
Top 4%
5Y CAGR
-
Sharpe
#10 of 32
Top 31%