1Y
-0.61%
3Y
+7.82%
5Y
+7.49%
Since Inception
+11.01%
Sharpe
0.22
Sortino
0.31
Max Drawdown
-23.88%
Volatility
14.96%
Alpha
-2.27%
Beta
1.00
Info Ratio
-0.32
Up / Down Capture
97 / 111
NAV (last ~1 year)
Fund details
AMCShriram
Fund manager-
Data from2021-04-13
AUM₹130 Cr (January - March 2026)
Expense ratio (Direct)0.85%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#39 of 44
Top 89%
3Y CAGR
#37 of 38
Top 97%
5Y CAGR
#27 of 28
Top 96%
Sharpe
#36 of 44
Top 82%