1Y
+4.59%
3Y
+14.07%
5Y
+13.45%
Since Inception
+16.27%
Sharpe
0.72
Sortino
1.13
Max Drawdown
-12.02%
Volatility
10.42%
Alpha
+6.73%
Beta
1.17
Info Ratio
1.71
Up / Down Capture
141 / 101
NAV (last ~1 year)
Fund details
AMCEdelweiss
Fund manager-
Data from2021-04-13
AUM₹3.5K Cr (January - March 2026)
Expense ratio (Direct)0.47%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#9 of 32
Top 28%
3Y CAGR
#5 of 32
Top 16%
5Y CAGR
#3 of 28
Top 11%
Sharpe
#2 of 32
Top 6%