1Y
+6.28%
3Y
+14.07%
5Y
+11.58%
Since Inception
+16.83%
Sharpe
0.50
Sortino
0.75
Max Drawdown
-22.59%
Volatility
15.90%
Alpha
+2.66%
Beta
1.07
Info Ratio
0.51
Up / Down Capture
116 / 108
NAV (last ~1 year)
Fund details
AMCInvesco
Fund manager-
Data from2021-04-13
AUM₹3.9K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#16 of 32
Top 50%
3Y CAGR
#15 of 23
Top 65%
5Y CAGR
#8 of 9
Top 89%
Sharpe
#15 of 32
Top 47%