1Y
+5.82%
3Y
+10.19%
5Y
+8.10%
Since Inception
+9.78%
Sharpe
0.33
Sortino
0.50
Max Drawdown
-8.71%
Volatility
5.80%
Alpha
+2.08%
Beta
1.04
Info Ratio
1.34
Up / Down Capture
113 / 85
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹901 Cr (January - March 2026)
Expense ratio (Direct)1.03%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#8 of 25
Top 32%
3Y CAGR
#6 of 22
Top 27%
5Y CAGR
#9 of 18
Top 50%
Sharpe
#10 of 25
Top 40%