1Y
+9.88%
3Y
+18.56%
5Y
-
Since Inception
+22.41%
Sharpe
0.73
Sortino
1.20
Max Drawdown
-22.54%
Volatility
18.24%
Alpha
+3.78%
Beta
1.00
Info Ratio
0.58
Up / Down Capture
109 / 97
NAV (last ~1 year)
Fund details
AMCJM Financial
Fund manager-
Data from2022-11-25
AUM₹190 Cr (January - March 2026)
Expense ratio (Direct)0.92%
Minimum lumpsumRs 1,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#3 of 32
Top 9%
3Y CAGR
#6 of 30
Top 20%
5Y CAGR
-
Sharpe
#8 of 32
Top 25%