1Y
+12.76%
3Y
+18.18%
5Y
-
Since Inception
+22.73%
Sharpe
0.85
Sortino
1.40
Max Drawdown
-20.31%
Volatility
15.71%
Alpha
+7.41%
Beta
1.02
Info Ratio
1.41
Up / Down Capture
120 / 85
NAV (last ~1 year)
Fund details
AMCBank of India
Fund manager-
Data from2023-03-06
AUM₹992 Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#5 of 32
Top 16%
3Y CAGR
#4 of 23
Top 17%
5Y CAGR
-
Sharpe
#1 of 32
Top 3%