1Y
+7.63%
3Y
+16.78%
5Y
+14.26%
Since Inception
+19.47%
Sharpe
0.67
Sortino
1.04
Max Drawdown
-21.26%
Volatility
16.31%
Alpha
+1.05%
Beta
0.90
Info Ratio
-0.03
Up / Down Capture
94 / 88
NAV (last ~1 year)
Fund details
AMCUnion
Fund manager-
Data from2021-04-13
AUM₹1.6K Cr (January - March 2026)
Expense ratio (Direct)0.80%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#10 of 32
Top 31%
3Y CAGR
#13 of 30
Top 43%
5Y CAGR
#12 of 22
Top 55%
Sharpe
#12 of 32
Top 38%