1Y
+3.19%
3Y
+10.30%
5Y
+8.71%
Since Inception
+10.78%
Sharpe
0.25
Sortino
0.35
Max Drawdown
-16.18%
Volatility
10.86%
Alpha
+2.98%
Beta
1.13
Info Ratio
0.58
Up / Down Capture
129 / 121
NAV (last ~1 year)
Fund details
AMCShriram
Fund manager-
Data from2021-04-13
AUM₹49 Cr (January - March 2026)
Expense ratio (Direct)0.74%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#14 of 32
Top 44%
3Y CAGR
#29 of 32
Top 91%
5Y CAGR
#22 of 28
Top 79%
Sharpe
#28 of 32
Top 88%