1Y
+5.01%
3Y
+15.07%
5Y
+11.74%
Since Inception
+16.04%
Sharpe
0.52
Sortino
0.81
Max Drawdown
-21.35%
Volatility
15.43%
Alpha
+2.35%
Beta
1.03
Info Ratio
0.46
Up / Down Capture
108 / 96
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹176 Cr (January - March 2026)
Expense ratio (Direct)1.09%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#13 of 58
Top 22%
3Y CAGR
#13 of 57
Top 23%
5Y CAGR
#21 of 45
Top 47%
Sharpe
#19 of 58
Top 33%