1Y
+1.64%
3Y
+11.28%
5Y
+11.84%
Since Inception
+14.52%
Sharpe
0.48
Sortino
0.73
Max Drawdown
-19.03%
Volatility
12.36%
Alpha
+5.87%
Beta
1.19
Info Ratio
0.70
Up / Down Capture
149 / 125
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹573 Cr (January - March 2026)
Expense ratio (Direct)0.87%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#22 of 32
Top 69%
3Y CAGR
#24 of 32
Top 75%
5Y CAGR
#7 of 28
Top 25%
Sharpe
#12 of 32
Top 38%