1Y
+6.27%
3Y
+10.93%
5Y
+8.52%
Since Inception
+10.19%
Sharpe
0.26
Sortino
0.38
Max Drawdown
-11.65%
Volatility
7.84%
Alpha
+2.74%
Beta
1.00
Info Ratio
0.82
Up / Down Capture
109 / 77
NAV (last ~1 year)
Fund details
AMCBandhan
Fund manager-
Data from2021-04-13
AUM₹2.2K Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#7 of 37
Top 19%
3Y CAGR
#13 of 31
Top 42%
5Y CAGR
#14 of 21
Top 67%
Sharpe
#20 of 36
Top 56%