1Y
+5.63%
3Y
+17.08%
5Y
+16.53%
Since Inception
+22.23%
Sharpe
0.71
Sortino
1.20
Max Drawdown
-26.64%
Volatility
20.07%
Alpha
+9.69%
Beta
1.35
Info Ratio
0.98
Up / Down Capture
151 / 114
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹1.3K Cr (January - March 2026)
Expense ratio (Direct)0.88%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#111 of 242
Top 46%
3Y CAGR
#52 of 145
Top 36%
5Y CAGR
#24 of 104
Top 23%
Sharpe
#34 of 242
Top 14%