1Y
+24.04%
3Y
-
5Y
-
Since Inception
+17.11%
Sharpe
0.38
Sortino
0.60
Max Drawdown
-24.02%
Volatility
23.74%
Alpha
+15.75%
provisional: short history
Beta
0.96
provisional: short history
Info Ratio
2.05
provisional: short history
Up / Down Capture
126 / 77
provisional: short history
NAV (last ~1 year)
Fund details
AMCTrust
Fund manager-
Data from2024-11-05
AUM₹1.3K Cr (January - March 2026)
Expense ratio (Direct)1.44%
Minimum lumpsumRs 1,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#2 of 32
Top 6%
3Y CAGR
-
5Y CAGR
-
Sharpe
#27 of 32
Top 84%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.