1Y
+3.97%
3Y
+9.19%
5Y
+8.19%
Since Inception
+9.20%
Sharpe
0.30
Sortino
0.45
Max Drawdown
-4.26%
Volatility
4.16%
Alpha
+1.76%
Beta
0.69
Info Ratio
0.68
Up / Down Capture
95 / 45
NAV (last ~1 year)
Fund details
AMCDSP
Fund manager-
Data from2021-04-13
AUM₹3.8K Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#18 of 25
Top 72%
3Y CAGR
#11 of 22
Top 50%
5Y CAGR
#8 of 18
Top 44%
Sharpe
#12 of 25
Top 48%