1Y
+2.32%
3Y
+12.47%
5Y
+10.67%
Since Inception
+13.91%
Sharpe
0.41
Sortino
0.60
Max Drawdown
-19.80%
Volatility
13.83%
Alpha
+2.11%
Beta
1.01
Info Ratio
0.52
Up / Down Capture
110 / 102
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2021-04-13
AUM₹117 Cr (January - March 2026)
Expense ratio (Direct)0.96%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#16 of 37
Top 43%
3Y CAGR
#17 of 34
Top 50%
5Y CAGR
#9 of 31
Top 29%
Sharpe
#8 of 37
Top 22%