1Y
+3.42%
3Y
+11.52%
5Y
+7.09%
Since Inception
+10.90%
Sharpe
0.24
Sortino
0.35
Max Drawdown
-17.29%
Volatility
11.12%
Alpha
+1.84%
Beta
1.15
Info Ratio
0.66
Up / Down Capture
121 / 117
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)1.16%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#12 of 32
Top 38%
3Y CAGR
#22 of 32
Top 69%
5Y CAGR
#28 of 28
Top 100%
Sharpe
#29 of 32
Top 91%