1Y
-0.31%
3Y
-
5Y
-
Since Inception
-1.30%
Sharpe
-0.70
Sortino
-0.82
Max Drawdown
-20.10%
Volatility
16.53%
Alpha
-3.74%
provisional: short history
Beta
0.92
provisional: short history
Info Ratio
-0.48
provisional: short history
Up / Down Capture
85 / 100
provisional: short history
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2024-09-18
AUM₹3.1K Cr (January - March 2026)
Expense ratio (Direct)0.69%
Minimum lumpsumRs 100
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#185 of 242
Top 76%
3Y CAGR
-
5Y CAGR
-
Sharpe
#239 of 242
Top 99%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.