1Y
+2.75%
3Y
+12.42%
5Y
+10.87%
Since Inception
+14.02%
Sharpe
0.43
Sortino
0.62
Max Drawdown
-17.26%
Volatility
13.23%
Alpha
+1.20%
Beta
0.96
Info Ratio
0.54
Up / Down Capture
101 / 94
NAV (last ~1 year)
Fund details
AMCEdelweiss
Fund manager-
Data from2021-04-13
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)2.23%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#13 of 37
Top 35%
3Y CAGR
#18 of 34
Top 53%
5Y CAGR
#7 of 31
Top 23%
Sharpe
#7 of 37
Top 19%