1Y
+7.64%
3Y
+16.96%
5Y
+12.29%
Since Inception
+17.25%
Sharpe
0.58
Sortino
0.91
Max Drawdown
-20.34%
Volatility
15.10%
Alpha
+0.37%
Beta
0.83
Info Ratio
-0.27
Up / Down Capture
85 / 78
NAV (last ~1 year)
Fund details
AMCAxis
Fund manager-
Data from2021-04-13
AUM₹31.0K Cr (January - March 2026)
Expense ratio (Direct)0.71%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#9 of 32
Top 28%
3Y CAGR
#12 of 30
Top 40%
5Y CAGR
#16 of 22
Top 73%
Sharpe
#21 of 32
Top 66%