1Y
+14.41%
3Y
+16.15%
5Y
+15.98%
Since Inception
+21.34%
Sharpe
0.69
Sortino
1.15
Max Drawdown
-24.14%
Volatility
19.14%
Alpha
+1.88%
Beta
0.91
Info Ratio
0.11
Up / Down Capture
95 / 86
NAV (last ~1 year)
Fund details
AMCDSP
Fund manager-
Data from2021-04-13
AUM₹16.4K Cr (January - March 2026)
Expense ratio (Direct)0.83%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#10 of 32
Top 31%
3Y CAGR
#8 of 26
Top 31%
5Y CAGR
#8 of 21
Top 38%
Sharpe
#11 of 32
Top 34%