1Y
+1.88%
3Y
+13.47%
5Y
-
Since Inception
+13.45%
Sharpe
0.19
Sortino
0.26
Max Drawdown
-18.72%
Volatility
15.95%
Alpha
+4.51%
Beta
1.10
Info Ratio
0.90
Up / Down Capture
124 / 104
NAV (last ~1 year)
Fund details
AMCZerodha
Fund manager-
Data from2023-11-10
AUM₹251 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#223 of 356
Top 63%
3Y CAGR
#37 of 201
Top 18%
5Y CAGR
-
Sharpe
#97 of 323
Top 30%