1Y
-3.57%
3Y
-
5Y
-
Since Inception
-4.61%
Sharpe
-0.88
Sortino
-1.09
Max Drawdown
-14.66%
Volatility
17.15%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCThe Wealth Company
Fund manager-
Data from2025-10-17
AUM₹38 Cr (January - March 2026)
Expense ratio (Direct)0.72%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#228 of 242
Top 94%
3Y CAGR
-
5Y CAGR
-
Sharpe
#242 of 242
Top 100%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.