1Y
+3.09%
3Y
+10.79%
5Y
-
Since Inception
+10.71%
Sharpe
0.23
Sortino
0.32
Max Drawdown
-9.77%
Volatility
9.31%
Alpha
+0.33%
vs proxy benchmark
Beta
0.58
vs proxy benchmark
Info Ratio
-0.36
vs proxy benchmark
Up / Down Capture
68 / 54
vs proxy benchmark
NAV (last ~1 year)
Fund details
AMCBandhan
Fund manager-
Data from2023-10-19
AUM₹183 Cr (January - March 2026)
Expense ratio (Direct)0.83%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Retirement
1Y
#19 of 29
Top 66%
3Y CAGR
#12 of 27
Top 44%
5Y CAGR
-
Sharpe
#16 of 29
Top 55%
Data quality flags
- Benchmark is a broad-market proxy, not this fund's official SEBI benchmark, so alpha/beta are approximate.