1Y
+3.77%
3Y
+9.04%
5Y
+9.09%
Since Inception
+9.18%
Sharpe
0.45
Sortino
0.70
Max Drawdown
-2.74%
Volatility
3.51%
Alpha
+3.51%
Beta
0.85
Info Ratio
1.70
Up / Down Capture
131 / 54
NAV (last ~1 year)
Fund details
AMCPPFAS
Fund manager-
Data from2021-05-28
AUM₹3.3K Cr (January - March 2026)
Expense ratio (Direct)0.29%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#7 of 19
Top 37%
3Y CAGR
#3 of 19
Top 16%
5Y CAGR
#1 of 18
Top 6%
Sharpe
#2 of 19
Top 11%