1Y
-1.70%
3Y
+8.40%
5Y
+9.58%
Since Inception
+12.50%
Sharpe
0.23
Sortino
0.35
Max Drawdown
-21.40%
Volatility
16.45%
Alpha
-2.29%
Beta
0.91
Info Ratio
-0.37
Up / Down Capture
88 / 97
NAV (last ~1 year)
Fund details
AMCLIC
Fund manager-
Data from2021-04-13
AUM₹272 Cr (January - March 2026)
Expense ratio (Direct)1.89%
Minimum lumpsumRs 5,000
Minimum SIPRs 200
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#208 of 242
Top 86%
3Y CAGR
#131 of 145
Top 90%
5Y CAGR
#79 of 104
Top 76%
Sharpe
#151 of 242
Top 62%