1Y
+2.76%
3Y
+11.23%
5Y
+7.29%
Since Inception
+12.80%
Sharpe
0.31
Sortino
0.44
Max Drawdown
-22.78%
Volatility
14.73%
Alpha
-1.99%
Beta
0.95
Info Ratio
-0.48
Up / Down Capture
91 / 99
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹402 Cr (January - March 2026)
Expense ratio (Direct)1.80%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#149 of 242
Top 62%
3Y CAGR
#107 of 145
Top 74%
5Y CAGR
#93 of 104
Top 89%
Sharpe
#129 of 242
Top 53%