1Y
+3.65%
3Y
+12.15%
5Y
+9.62%
Since Inception
+16.21%
Sharpe
0.47
Sortino
0.74
Max Drawdown
-19.50%
Volatility
15.42%
Alpha
-4.19%
Beta
0.84
Info Ratio
-0.99
Up / Down Capture
76 / 86
NAV (last ~1 year)
Fund details
AMCPGIM India
Fund manager-
Data from2021-04-13
AUM₹10.7K Cr (January - March 2026)
Expense ratio (Direct)0.58%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#23 of 32
Top 72%
3Y CAGR
#26 of 30
Top 87%
5Y CAGR
#22 of 22
Top 100%
Sharpe
#28 of 32
Top 88%